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Current Employers
Advisor Resource Council

15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-12-16
  • TX RA
    APPROVED
    Since 2015-12-16

Branch Locations

100 Independence Plaza Suite 207, Tyler, TX 75703 • United States

15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Tyler TX 12/2008 Present
Advisor Resource Council (Formerly: 360 Wealth Management, Llc) Tyler TX 12/2015 Present
  • 12/2008 → Present
    Lpl Financial, Llc
    Tyler, TX
  • 12/2015 → Present
    Advisor Resource Council (Formerly: 360 Wealth Management, Llc)
    Tyler, TX
Previous Registrations
Other Businesses

1. 03/30/2011: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5% Time Spent - Disability Insurance 2. 10/2/2019 - Advisor Resource Council - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in Jan 2020. I expect to spend approximately 120 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. 3. 1/7/2021 - Azalea Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/4/2021- 160 Hours Per Month/8 Hours During Securities Trading. 4. 1/15/2021 - AZALEA WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 01/15/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 5. 2/23/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 02/12/2021 - 2 Hours Per Month During Securities Trading - IUL life insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-02-23
S63 Uniform Securities Agent State Law Examination 1986-10-02
  • S65 Uniform Investment Adviser Law Examination
    1998-02-23
  • S63 Uniform Securities Agent State Law Examination
    1986-10-02

View on SEC IAPD

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