Best Investors Account Sign in
Inactive

Michael Alan Mills

Mills Wealth Advisors, LLC

Southlake, TX

Claim This Profile
Current Employers
Mills Wealth Advisors, Llc

1207 S. White Chapel Blvd Suite 150, Southlake, TX 76092 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2015-07-20
TX RA APPROVED 2012-01-31
  • LA RA
    APPROVED
    Since 2015-07-20
  • TX RA
    APPROVED
    Since 2012-01-31

Branch Locations

1207 South White Chapel Road Suite 150, Southlake, TX 76092 • 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
Mills Wealth Advisors, Llc Southlake TX 04/2003 Present
Previous Registrations
  • 2008-04-04 → 2012-03-12
    Leo Brokerage, Llc
    Southlake, TX
  • 2004-01-09 → 2008-01-03
    Leo Brokerage, Llc
    Southlake, TX
  • 1999-08-24 → 2004-01-07
    Grove Point Investments, Llc
    Arlington, TX
Other Businesses

PRODUCING AGENT FOR FIXED LIFE INSURANCE. OWNERSHIP IN AMTM INVESTMENTS, LLC, AND TIMARRON COURTYARD, LLC, REAL ESTATE. SPENDS LESS THAN 10% OF HIS TIME WITH THESE ENDEAVORS. PROFESSIONAL DESIGNATIONS: Certified Fund Specialist (CFS), Chartered Life Underwriter (CLU), The Certified Exit Planning Advisor (CEPA®) Michael Mills is the majority owner in AMTM Investments, LLC which is wholly owned by Michael and his wife and which is used to make direct investments in real estate. Mr. Mills is also a part owner in Timarron Courtyard, LLC, which owns an office building. AMTM Investments, LLC and Timarron Courtyard, LLC are unrelated to the business activities of Mills Wealth Advisors, LLC. Michael Mills is an investor of 114 La Paloma Holdings, LLC, a real estate investment property. Michael Mills is 1 out of 4 investors. The other 3 investors are clients. Michael Mills is an investor in Office Equity Solution Partnership JTS 2-8 B-C Ltd ("OES"), a real estate investment property. Michael Mills is 1 out of 13 investors in this property. The other 12 investors are clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-02
S63 Uniform Securities Agent State Law Examination 1998-05-14
  • S65 Uniform Investment Adviser Law Examination
    1998-07-02
  • S63 Uniform Securities Agent State Law Examination
    1998-05-14
Designations
Other Names
  • Mike Mills
  • Michael Alan Mills

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Southlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor