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1207 S. White Chapel Blvd Suite 150, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2015-07-20 |
| TX | RA | APPROVED | 2012-01-31 |
Branch Locations
1207 South White Chapel Road Suite 150, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mills Wealth Advisors, Llc | Southlake | TX | 04/2003 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-14 |
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