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2500 Dallas Parkway, Suite 400, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-05-01 |
| CA | RA | APPROVED | 2020-04-28 |
| LA | RA | APPROVED | 2020-04-28 |
| TX | RA | APPROVED | 2020-04-28 |
Branch Locations
2500 Dallas Parkway, Suite 400, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Plano | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plano | TX | 11/2016 | 04/2020 |
| Cmg Wealth Management, Llc | Plano | TX | 06/2018 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2020 | Present |
1) TRUSTEE FOR MOTHER & FATHER FAMILY INSURANCE TRUST, INV RELATED, PLANO, TX, START: 9/2003, 1 HOUR PER MONTH/0 DURING TRADING. 2)SME GLOBAL HOLDINGS LLC, INV RELATED, PLANO, TX, 100% OWNERSHIP, START 8/3/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, FINET PRACTICE. 3)CMG GLOBAL HOLDINGS LLC D/B/A CMG Wealth Management, INV RELATED, PLANO, TX, 100% OWNERSHIP, START 6/19/2018, 3 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. 4) FIXED INSURANCE. INVESTMENT RELATED. LOCATED AT 2500 DALLAS PARKWAY, SUITE 400, PLANO TX 75093. INSURANCE NEEDS FOR CLIENTS. TITLE IS AGENT. 20 HRS/MO DEVOTED - 20 DURING TRADING. DUTIES ARE SALES OF FIXED/TRADITIONAL INSURANCE PRODUCTS TO CLIENTS. 5). PURSHE KAPLAN STERLING INVESTMENTS; INVESTMENT RELATED; LOCATED AT 2500 DALLAS PARKWAY, SUITE 400, PLANO TX 75093. REGISTERED REPRESENTATIVE. TITLE IS REGISTERED REPRESENTATIVE. 4 HRS/MO DEVOTED - 4 DURING TRADING. DUTIES EFFECT SECURTIIES TRANSACTIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-29 |
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