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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-27 |
| AL | RA | APPROVED | 2023-09-01 |
| CA | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2023-09-01 |
| MO | RA | APPROVED | 2023-09-01 |
| NM | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
900 W Commerce, Fairfield, TX 75840 • United States
641 Highlander Avenue, Midlothian, TX 76065 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Advisory Councel | Plano | TX | 04/2001 | Present |
| Hill & Associates Wealth Management Advisors | Plano | TX | 10/2007 | Present |
| Sagepoint Financial | Plano | TX | 10/2012 | 09/2023 |
| Osaic Wealth, Inc. | Plano | TX | 09/2023 | Present |
1)FOUR HILLS REAL ESTATE POSITION: sole owner NATURE: Four Hills Real Estate, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2020 ADDRESS: 641 Highlander Avenue, Midlothian TX 76065, United States DESCRIPTION: Four Hills is my LLC Real Estate Company where I collect rents from four tenants that have offices in the 641 Highlander Avenue address.. I also am in the process of buying another building at 505 George Hopper in Midlothian, TX that has a dry cleaner as a tenant where I intend to collect rent. 2)HILL FINANCIAL GROUP, DBA POSITION: Statutory Agent - NATURE: Other - Hill Financial Group is a DBA name for Mike Hill INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2020 ADDRESS: 641 Highlander Avenue, Midlothian TX 76065, United States DESCRIPTION: Marketing DBAI also pay rent on the building I own and rent to my advisor business. 3)WEALTH ADVISORY COUNCIL POSITION: Owner NATURE: L.L.C. my business checking account. Pay all bills, etc. through this LLC from commissions from SagePoint INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2001 ADDRESS: 641 Highlander Avenue, Midlothian TX 76065, United States DESCRIPTION: This is the name of my company checking account. I pay bills, employees and myself out of this account. I provide statements at every APR and home office visit. I transfer all income from SagePoint Financial into this account and then pay myself, etc. from this account. I do this to keep LLC status and to file as an S-Corp on my tax return. 4)UNION 28 TAPHOUSE POSITION: Part Owner NATURE: LLC Partnership with my partner Justin Crocker. Restaurant and wine tasting room INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDRESS: 621 Highlander Avenue, Midlothian TX 76065, United States DESCRIPTION: Hire GM, pick out menu, hire chef. Pick theme of restaurant. Partner is building restaurant and doing logistics. I am an investor that gets to help with "big" decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-30 |
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