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5700 West Plano Pkwy Suite 2600, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-25 |
Branch Locations
5700 West Plano Pkwy Suite 2600, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fannie Mae | Plano | TX | 08/2010 | 08/2022 |
| Sofi | Frisco | TX | 09/2022 | 10/2023 |
| Fay Servicing | Farmers Branch | TX | 12/2023 | 08/2024 |
| Pmg Family Office, Llc | Plano | TX | 09/2024 | Present |
| Pmg Family Office, Llc | Plano | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-25 |
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