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Current Employers
Advisor Resource Council

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2021-11-18
  • OK RA
    APPROVED
    Since 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

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
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
  • 08/2006 → Present
    Health Insurance Sales
    Tulsa, OK
  • 10/2007 → Present
    Non-Variable Insurance
    Tulsa, OK
  • 08/2014 → Present
    Lpl Financial Llc
    Jenks, OK
  • 02/2016 → Present
    Drawbridge Capital (Formerly: Regent Financial Services, Inc.)
    Tulsa, OK
  • 06/2021 → Present
    Bixby, OK
Previous Registrations
  • 2016-02-02 → 2021-09-23
    Tulsa, OK
  • 2009-01-02 → 2014-08-12
    Saint Petersburg, FL
    Tulsa, OK
  • 2003-10-20 → 2009-01-02
    Raymond James Financial Services, Inc.
    Tulsa, OK
    Tulsa, OK
  • 2007-03-05 → 2007-07-17
    Foundation Freedom Advisory Services
    Tulsa, OK
  • 1997-10-06 → 2003-10-30
    A. G. Edwards & Sons, Inc.
    Tulsa, OK
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-22
S63 Uniform Securities Agent State Law Examination 1987-11-16
  • S65 Uniform Investment Adviser Law Examination
    1997-09-22
  • S63 Uniform Securities Agent State Law Examination
    1987-11-16

View on SEC IAPD

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