Angela Robin Hilliard Dyches

Employer firm

Cpa Investment Solutions, Inc. CRD 144888

$49.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → Present
  Cpa Financial Solutions, P.A.
  Sarasota, FL
• 07/2007 → Present
  Cpa Investment Solutions, Inc.
  Sarasota, FL

Previous Registrations

• 2007-05-21 → 2007-08-13
  Grove Point Investments, Llc
  Fairview Village, PA
  Sarasota, FL
• 2003-01-01 → 2007-03-26
  Cpa Retirement Solutions, P.A.
  Sarasota, FL
• 2004-06-16 → 2004-12-09
  Voya Financial Advisors, Inc.
  Sarasota, FL

Other Businesses

1/ 2006 - Present: CPA Financial Solutions, PA. 7250 Kyle Court, Sarasota, Florida 34240. The entity is a full-service CPA firm offering accounting services to individuals and business clients. The account services are not investment-related. Ms. Dyches is the President and majority shareholder of the firm. She spends 50% to 75% of her work week, depending on the time of the year, addressing the needs of her accounting clients. 1/2015 - Present: Bean Properties, LLC, 13404 3rd Avenue East, Bradenton, Florida 34212. The entity is a non-public Limited Liability Company set-up to own, operate, and manage commercial properties. The property management services are not investment-related. Ms. Dyches is a Managing Member and 50% owner. Ms. Dyches spends approximately 1-hour a week during non-business hours managing the business needs of Bean Properties, LLC. 5/2018 - Present: Bean Properties II, LLC, 13404 3rd Avenue East, Bradenton, Florida 34212. The entity is a non-public Limited Liability Company set-up to own, operate, and manage commercial properties. The property management services are not investment-related. Ms. Dyches is a Managing Member and 50% owner. Ms. Dyches spends approximately 1-hour a week during non-business hours managing the business needs of Bean Properties II, LLC. 1/2022 - Present: Bean Properties Holding, LLC, 13404 3rd Avenue East, Bradenton, Florida 34212. The entity is a non-public Limited Liability Company set-up as a holding company to own and manage the other LLC properties. The LLC management services are not investment-related. Ms. Dyches spends approximately 3-hour a month during non-business hours managing the business needs of Bean Properties Holding, LLC.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-08

Designations

• Personal Financial Specialist

Other Names

• Angela Robin Hilliard
• Angela Hilliard Dyches