Michael Richard Gillis

Current Employers

Employment History

• 08/2001 → 05/2019
  Proequities
  Greensboro, NC
• 09/1987 → Present
  Dmj & Co., Pllc
  Greensboro, NC
• 08/1999 → 04/2021
  Dmj Wealth Advisors, Llc
  Greensboro, NC
• 09/2021 → Present
  Beacon Pointe Advisors, Llc
  Greensboro, NC

Previous Registrations

• 2019-06-03 → 2021-05-10
  Dmj Wealth Advisors, Llc
  Greensboro, NC
• 2001-12-31 → 2019-06-03
  Concourse Financial Group Securities, Inc.
  Greensboro, NC
  Greensboro, NC

Other Businesses

1. DMJ PROPERTIES OF GREENSBORO, LLC POSITION: MEMBER, NATURE: COMMERCIAL REAL ESTATE, INVESTMENT RELATED: NO, NUMBER OF HOURS: 1 HOUR PER WEEK, NUMBER OF HOURS DURING TRADING HOURS: 0 HOUR PER WEEK, START DATE: 09/2001, GREENSBORO, NC DESCRIPTION: PARTNER/MANAGER OF LLC THAT OWNS REAL ESTATE 2. DMJ WILMINGTON PROPERTIES, LLC POSITION: MEMBER, NATURE: COMMERCIAL REAL ESTATE, INVESTMENT RELATED: NO, NUMBER OF HOURS: 2 HOURS PER WEEK, NUMBER OF HOURS DURING TRADING HOURS: 1 HOURS PER WEEK, START DATE: 02/2021, GREENSBORO, NC DESCRIPTION: PARTNER/MANAGER OF LLC THAT OWNS REAL ESTATE 3. DMJ & CO, PLLC, POSITION: MANAGING PARTNER AND CPA, NATURE: CPA FIRM, INVESTMENT RELATED: NO, NUMBER OF HOURS: 40+ PER WEEK, NUMBER OF HOURS DURING TRADING HOURS: 40+ PER WEEK, START DATE: 09/1987, GREENSBORO, NC, DESCRIPTION: MANAGING PARTNER OF A CPA FIRM. 4. UNITED WAY OF GREATER GREENSBORO POSITION: Board or Directors, Treasurer, and Chairman NATURE: NON PROFIT ORGANIZATION INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 3 START DATE: 09/01/2010 ADDRESS: 1500 YANCEYVILLE STREET, GREENSBORO NC 27408 DESCRIPTION: MONTHLY MEETING FOR FINANCE COMMITTEE 5. Licensed Insurance Agent; Investment Related: Yes; Number of hours per month: 1, Number of hours per month during trading hours: 1 Location: 703 Green Valley Road Greensboro , NC 27408; Description of the business: Licensed insurance agent ; Start date with business: 2000-01-01; 6. Board of Directors; CPAmerica Board of Directors ; Investment Related: Yes; Location: 7255 W University Avenue , Gainsville Fl 32607; Description of the business: Association of CPA Firms ; Responsibilities Duties: Board meetings; Start date with business: 2021-01-01; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1;

Exams

• S66 Uniform Combined State Law Examination
  1999-11-18

Designations

Other Names

• Michael R Gillis