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2820 Dallas Parkway, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-11 |
| CO | RA | APPROVED | 2020-12-14 |
| LA | RA | APPROVED | 2014-01-06 |
| TX | RA | APPROVED | 2011-04-11 |
Branch Locations
2820 Dallas Parkway, Plano, TX 75093 • United States
Aspen, CO • United States
18500 Von Karman Ave Suite 520, Irvine, CA 92162 • United States
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 |
|---|---|---|---|---|
| Mmwkm Advisors, Llc | Plano | TX | 03/2011 | Present |
| Moraif Financial Group, Inc. | Plano | TX | 08/2016 | Present |
INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-05-12 |
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