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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
100 Independence Place Suite 207, Tyler, TX 75703 • United States
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundry Coffeehouse | Tyler | TX | 11/2022 | 12/2023 |
| Southside Bank | Tyler | TX | 02/2020 | 10/2022 |
| Chick Fil A | Tyler | TX | 05/2016 | 01/2018 |
| Student | Whitehouse | TX | 08/2013 | 05/2019 |
| Jcpenny | Tyler | TX | 11/2018 | 01/2019 |
| Robertson Automotive | Tyler | TX | 05/2019 | 08/2019 |
| Camp Tyler | Whitehouse | TX | 09/2019 | 01/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2024 | 08/2024 |
| Northwestern Mutual Investment Services Llc | Tyler | TX | 03/2024 | 08/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2024 | 08/2024 |
| Lpl Financial Llc | Tyler | TX | 07/2025 | Present |
| Myrtle Springs Septic | Wills Point | TX | 08/2024 | 03/2025 |
| Maverick Sanitation | Tyler | TX | 03/2025 | 06/2025 |
1- 07/23/2025 - AZALEA WEALTH PARTNERS - DBA for LPL Business (entity for LPL business) - Investment Related - Start Date: 07/15/2025 - At reported business location(s) - 160 hrs mth / 8 hrs during trading 2- 07/23/2025 - 360 Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Start Date: 07/15/2025 - At reported business location(s) - 160 hrs mth / 8 hrs during trading 3- 07/29/2025 - Azalea Wealth Partners - Registered Investment Advisor DBA - Investment Related - At reported business location(s) - Start Date:07/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Advisor Resource Council, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 07/29/2025 - 360 Wealth Management LLC - Registered Investment Advisor DBA - Investment Related - At reported business location(s) - Start Date:07/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Advisor Resource Council, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5- 07/29/2025 - Advisor Resource Council - Investment Related - Registered Investment Advisor Hybrid - At reported business location(s) - Start Date:07/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Advisor Resource Council, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6- 01/27/2026 - Cavalier Associates - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/21/2026 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-12 |
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