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Cort Michael Hoffman

Hoffman Wealth Advisors

Dallas, TX

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Current Employers
Hoffman Wealth Advisors

6347 Lake Bluff Dr, Dallas, TX 75249 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-13
  • TX RA
    APPROVED
    Since 2025-06-13

Branch Locations

Dallas, TX • 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
C.R. England Salt Lake City UT 09/2016 09/2017
C.R. England Salt Lake City UT 09/2017 05/2018
Ups Seattle WA 05/2019 08/2020
Ups Dallas TX 08/2020 05/2024
Ups Dallas TX 05/2024 Present
Central Washington University Ellensburg WA 05/2018 05/2019
Cascadia Community College Bellevue WA 04/2014 09/2016
Hoffman Wealth Advisors Dallas TX 03/2025 Present
  • 09/2016 → 09/2017
    C.R. England
    Salt Lake City, UT
  • 09/2017 → 05/2018
    C.R. England
    Salt Lake City, UT
  • 05/2019 → 08/2020
    Ups
    Seattle, WA
  • 08/2020 → 05/2024
    Ups
    Dallas, TX
  • 05/2024 → Present
    Ups
    Dallas, TX
  • 05/2018 → 05/2019
    Central Washington University
    Ellensburg, WA
  • 04/2014 → 09/2016
    Cascadia Community College
    Bellevue, WA
  • 03/2025 → Present
    Dallas, TX
Other Businesses

- The name of the other business: UPS - Whether the nature of the business is investment-related: No - The address of the other business: 4200 Samuell Blvd, Mesquite, TX 75149 - Your position of the other business: Manager - Title, or relationship with the other business: Full-time Manager - The start date of your relationship: 05/2019 - The approximate number of hours/month you devote to the other business: 160 hours/month - The number of hours you devote to the other business during securities trading hours: 1 hour/day - And briefly describe your duties relating to the other business: Oversee operational logistics and staff management for UPS, ensuring efficient delivery operations and team coordination. This role does not involve financial products or services and occurs outside advisory business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-01
  • S65 Uniform Investment Adviser Law Examination
    2025-03-01
Other Names
  • Cort Michael Hoffman
  • Cort Michael Hoffman
  • Hoffman Michael Cort

View on SEC IAPD

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