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Emily Marie Lopez

Mills Wealth Advisors, LLC

Southlake, TX

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Current Employers
Mills Wealth Advisors, Llc

1207 S. White Chapel Blvd Suite 150, Southlake, TX 76092 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-23
  • TX RA
    APPROVED
    Since 2023-08-23

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
Kpmg Dallas TX 10/2018 06/2020
Cain Watters & Associates Plano TX 06/2020 09/2022
Mills Wealth Advisors, Llc Southlake TX 09/2022 08/2023
Mills Wealth Advisors, Llc Southlake TX 08/2023 Present
Texas A&M University College Station TX 08/2014 09/2018
  • 10/2018 → 06/2020
    Kpmg
    Dallas, TX
  • 06/2020 → 09/2022
    Cain Watters & Associates
    Plano, TX
  • 09/2022 → 08/2023
    Mills Wealth Advisors, Llc
    Southlake, TX
  • 08/2023 → Present
    Mills Wealth Advisors, Llc
    Southlake, TX
  • 08/2014 → 09/2018
    Texas A&M University
    College Station, TX
Other Businesses

Certified Public Accountant

Designations
Other Names
  • Emily Rickman
  • Emily Marie Rickman

View on SEC IAPD

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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

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