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2950 North Loop West Suite 500, Houston, TX 77092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-02-27 |
| CA | RA | APPROVED | 2026-01-02 |
| GA | RA | APPROVED | 2022-05-10 |
| TX | RA | APPROVED | 2022-04-04 |
Branch Locations
2950 North Loop West Suite 500, Houston, TX 77092 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mills Paskert Divers, P.A. | Atlanta | GA | 02/2004 | 10/2017 |
| Bridgewater Resolution Group | Atlanta | GA | 11/2017 | 03/2021 |
| The Lichtman Firm, Llc | Atlanta | GA | 11/2017 | 01/2022 |
| Maycomb Wealth Advisors Llc | Atlanta | GA | 11/2018 | 12/2022 |
| The Frankowski Firm Llc | Atlanta | GA | 11/2017 | 03/2021 |
| Mills Law Group Pa | Atlanta | GA | 01/2022 | Present |
| Concert Financial Planning, Llc | Houston | TX | 01/2022 | Present |
| Concert Financial Planning, Llc | Houston | TX | 04/2022 | Present |
Mills Law Group PA not investment-related 1397 Carroll Drive Northwest, Suite 100, Atlanta, GA 30318 law firm Mediator & Attorney January 2022 40 hours per week, some or all during trading hours represent clients in commercial transactions and disputes and assist in resolution of disputes between parties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-18 |
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