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Angela Robin Hilliard Dyches

Cpa Investment Solutions, Inc.

Sarasota, FL

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Current Employers
Cpa Investment Solutions, Inc.

7250 Kyle Court, Sarasota, FL 34240 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2007-09-13
  • FL RA
    APPROVED
    Since 2007-09-13

Branch Locations

7250 Kyle Court, Sarasota, FL 34240 • 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
Cpa Financial Solutions, P.A. Sarasota FL 01/2006 Present
Cpa Investment Solutions, Inc. Sarasota FL 07/2007 Present
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
    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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-09-08
  • S63 Uniform Securities Agent State Law Examination
    1998-09-08
Designations
Other Names
  • Angela Robin Hilliard
  • Angela Hilliard Dyches

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