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1560 W. Warner Rd #200, Gilbert, AZ 85233 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hales Tax Solutions Pllc | Gilbert | AZ | 08/2024 | Present |
| Hales Tax Solutions Pllc | Gilbert | AZ | 12/2021 | Present |
| Weech Financial Pllc | Mesa | AZ | 01/2014 | 12/2021 |
1) HALES TAX SOLUTIONS PLLC - OWNER AND CPA. 12/2021 TO PRESENT. NOT INVESTMENT-RELATED. DUTIES INCLUDE OFFERING ACCOUNTING AND TAX SERVICES TO CLIENTS. 100% OF TIME IS SPENT ON THIS ACTIVITY UNTIL THE FIRM'S REGISTRATION AS AN INVESTMENT ADVISER IS ACCEPTED BY THE STATE OF ARIZONA. 1560 W. WARNER RD., #200, GILBERT, AZ 85233.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-08 |
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