Chief Executive Officer, Managing Member · Advisor Resource Council
Sarah L. Pais
CRD 5182838 · Named on Form ADV at one SEC-registered adviser
At a glance
Advisor Resource Council, an SEC-registered wealth manager based in Dallas, TX with $3.5 billion in regulatory assets, lists Sarah L. Pais on its Form ADV as Chief Executive Officer, Managing Member, a control person.
Firms and roles
- Advisor Resource CouncilChief Executive Officer, Managing MemberWealth manager · Dallas, TX · $3.5B in regulatory assets
AtlasMembers
Sarah’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2006 (19 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Sarah’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Thomas C. AtkinsChief, Business Acquisitions, Managing Member, Advisor Resource Council
- Brandon J. DayPresident, Managing Member, Advisor Resource Council
- Jean P. LagardeChief Investment Officer, Managing Member, Advisor Resource Council
- Rhonda R. FullerChief Operating Officer, Advisor Resource Council
- Angie AlexanderChief Compliance Officer, Advisor Resource Council
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sarah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.