Best Investors
Account
Sign in
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-11-18 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
103 N. Armstrong Suite 206, Bixby, OK 74008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Health Insurance Sales | Tulsa | OK | 08/2006 | Present |
| Non-Variable Insurance | Tulsa | OK | 10/2007 | Present |
| Lpl Financial Llc | Jenks | OK | 08/2014 | Present |
| Drawbridge Capital (Formerly: Regent Financial Services, Inc.) | Tulsa | OK | 02/2016 | Present |
| Advisor Resource Council | Bixby | OK | 06/2021 | Present |
1. 08/11/2014-MCFARLAND INSURANCE/NON-VARIABLE INSURANCE/INSURANCE AGENT. LINES OF INSURANCE: INDIVIDUAL HEALTH INSURANCE/1%/TULSA,OK 2. 7/15/2021 - Advisor Resource Council - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/30/2021 - 120 Hours Per Month During Securities Trading - Time Spent 75% - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in 07/2021. 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. 7/15/2021 - Advisor Resource Council - DBA: 360 Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 06/30/2021 - 120 Hours Per Month During Securities Trading - Time Spent 75% - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in 07/2021. 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. 4. 7/15/2021 - 360 Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/30/2021 - 120 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-16 |
Reach out to this advisor