Kevin Wayne Margolis

Current Employers

Employment History

• 01/2007 → Present
  Sfmg Wealth Advisors
  Plano, TX

Previous Registrations

• 2004-07-22 → 2004-08-04
  Tolleson Private Wealth Management
  Dallas, TX
• 2002-05-29 → 2003-11-11
  Sfmg Wealth Advisors
  Dallas, TX
• 2002-07-24 → 2003-08-07
  Momentum Independent Network Inc.
  Dallas, TX

Other Businesses

Mr. Margolis is a part-owner of Confidence Period, LLC, started in August 2023, an investment-related entity which invests in companies that offer private investment located in Plano, Texas. Mr. Margolis does not devote any time to this entity, he is not directly compensated for his ownership role (other than investment opportunity) and does not have any related duties. Mr. Margolis serves on the Advisory Board for Usonia Partners LLC which is an investment manager for private fund issues. Usonia Partners is located at 2351 Sunset Blvd, Suite 170-862 Rocklin CA 95764 Mr. Margolis' role on the Advisory board for Usonia Partners LLC started in January 2023. He is not compensated for his role and devotes approximately 2 hours per quarter, not during trading hours. Mr. Margolis serves on the Advisory Board for Phoenix Fund which is an investment manager for private fund issues. Phoenix Fund is located at 15725 North Dallas Parkway, Suite 230 Dallas TX 75001. Mr. Margolis started his role in the Advisory Board for Phoenix Fund in Sept 2020. He is not compensated for his role on the Advisory Board and devotes approximately 1 hour of his time, per quarter, not during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-02-25