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Coppell, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-24 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hozie Consulting, Llc | Coppell | TX | 03/2015 | Present |
| Mills Wealth Advisors, Llc | Southlake | TX | 11/2017 | 12/2018 |
Hozie Consulting, LLC. Not investment related. 724 Greenway Drive, Coppell, TX 75019. Hozie Consulting, LLC is a TX licensed CPA firm that provides tax preparation services and other accounting and financial analysis services. I started Hozie Consulting, LLC as the President in May 2009, but have only provided services through that entity since 2013. I devote approximately 80 hours per month on these CPA services. Approximately 40 of these hours per month are during securities trading hours. Duties: provide accounting and auditing services, including income tax advice and return preparation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-23 |
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