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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Tyler | TX | 12/2008 | Present |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Tyler | TX | 12/2015 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-02 |
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