Best Investors Account Sign in
Inactive

Matthew Alexander Brown

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
TX RA APPROVED 2017-11-25
  • TX RA
    APPROVED
    Since 2017-11-25

Branch Locations

1207 S. White Chapel Blvd 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
Td Ameritrade Fort Worth TX 10/2013 08/2017
Mills Wealth Advisors, Llc Southlake TX 08/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-25
S63 Uniform Securities Agent State Law Examination 2013-10-16
  • S65 Uniform Investment Adviser Law Examination
    2017-11-25
  • S63 Uniform Securities Agent State Law Examination
    2013-10-16
Designations

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
DOUBLE EAGLE CAPITAL MANAGEMENT LP
PLANGUIDE FINANCIAL
RIDGEWOOD WEALTH MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PROPHET EQUITY MANAGEMENT LLC
PROPHET EQUITY MANAGEMENT II LLC
TABERNACLE EQUITY MANAGEMENT LLC

Other Investors

MERRY LYN BAGWELL
Brian Howard
SzeSze Fertitta
JOHN SCOTT WICKE
OWEN FRED GARTRELL
RAEANN MARIE SARSFIELD
Qlirim Dauti
HOUSTON L RICHARDS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Southlake, TX
DOUBLE EAGLE CAPITAL MANAGEMENT LP · SOUTHLAKE, TX
PLANGUIDE FINANCIAL · SOUTHLAKE, TX
RIDGEWOOD WEALTH MANAGEMENT LLC · SOUTHLAKE, TX
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT II LLC · SOUTHLAKE, TX
TABERNACLE EQUITY MANAGEMENT LLC · SOUTHLAKE, TX

More in Southlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor