Angela R. Dyches

CPA INVESTMENT SOLUTIONS

Sarasota, FL 34240

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CRD#: 3099225

Professional summary

Angela Robin Hilliard Dyches, who also goes by Angela Hilliard Dyches, Angela Robin Hilliard, is a registered financial advisor currently at CPA INVESTMENT SOLUTIONS, INC. located in Sarasota, Florida.

Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Angela has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Angela Hilliard Dyches | Angela Robin Hilliard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Robin Hilliard Dyches's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 13, 2007 - Present

CPA INVESTMENT SOLUTIONS, INC.

Office #1: 7250 Kyle Court, Sarasota, FL 34240

RIA

CRD#: 144888

Sarasota, FL

Past

May 21, 2007 - August 13, 2007

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

SARASOTA, FL

Past

March 19, 2007 - November 16, 2015

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

SARASOTA, FL

Past

November 12, 2004 - February 26, 2007

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

SARASOTA, FL

Past

June 16, 2004 - December 9, 2004

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

SARASOTA, FL

Past

January 1, 2004 - December 9, 2004

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

October 22, 2003 - January 1, 2004

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

January 1, 2003 - March 26, 2007

CPA RETIREMENT SOLUTIONS, P.A.

RIA

CRD#: 141665

SARASOTA, FL

Past

March 6, 2002 - October 17, 2003

CPA FINANCIAL ADVISERS, INC.

CRD#: 44388

DAYTONA BEACH, FL

Past

September 1, 1998 - November 10, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 1, 1998 - November 10, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/13/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/8/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/16/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/31/1998

General Securities Representative Examination

Current Firm

CPA INVESTMENT SOLUTIONS, INC.

CPA INVESTMENT SOLUTIONS, INC. | CPA INVESTMENT SOLUTIONS, P.A.

CRD#: 144888 / SEC#:

Florida

Registered Investment Advisory firm - (9/13/2007 Approved)

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Contact information

Main Address

7250 Kyle Court, Sarasota, FL 34240

Mailing Address

Phone number

(941) 923-1831

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	153
AUM (Assets Under Management)	$ 49,352,986

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Angela R. Dyches

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Robin Hilliard Dyches's CRS (Customer Relationship Summary).

Certified licenses

Experience

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

LOCUST STREET SECURITIES, INC.

CPA RETIREMENT SOLUTIONS, P.A.

CPA FINANCIAL ADVISERS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/8/1998

SIE

Date: 11/16/2015

Series 7

Date: 8/31/1998

Current Firm

CPA INVESTMENT SOLUTIONS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CPA INVESTMENT SOLUTIONS, INC.

TRUST BUT VERIFY

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