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5700 West Plano Pkwy Suite 2600, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-12 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Dallas | TX | 06/2011 | 01/2021 |
| Pmg Family Office, Llc | Plano | TX | 01/2021 | Present |
1) RENTAL PROPERTY; INVESTMENT-RELATED; 7824 EAGLE CREEK DRIVE, SARASOTA, FL 34243; RENTAL HOME; CO-OWNER; 9/22/2002; .25; 0; REVIEWING RENT COLLECTION. MANAGEMENT IS PROVIDED BY THE OTHER OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-07 |
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