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15660 Dallas Pkwy Suite 1250, Dallas, TX 75248-3335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-13 |
Branch Locations
15660 Dallas Pkwy Suite 1250, Dallas, TX 75248-3335 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Compedge Financial | Heath | TX | 05/2008 | 12/2019 |
| Fund Architects Llc | Heath | TX | 01/2012 | 05/2020 |
| Cabana Asset Management | Fayetteville | AR | 02/2019 | 05/2020 |
| Pmv Capital, Llc | Addison | TX | 02/2020 | Present |
| Pmv Capital Advisers, Llc | Addison | TX | 03/2020 | Present |
| Compedge Financial | Death | TX | 08/2024 | Present |
COMPEDGE FINANCIAL INVESTMENT RELATED 6710 HORIZON RD, STE 100, HEATH TEXAS 75032 INSURANCE MARKETING ORGANIZATION AGENT SUPPORT REPRESENTATIVE STARTED 8/2024 75 HOURS PER MONTH OF WHICH 15 HOURS PER MONTH ARE DURING TREADING HOURS DUTIES INCLUDE SUBMITTING FIXED AND VARIABLE INSURANCE QUOTES THROUGH SOFTWARE ON BEHALF OF INSURANCE AGENTS AND REGISTERED REPRESENTATIVES PMV CAPITAL, LLC INVESTMENT RELATED 15660 DALLAS PKWY, SUITE 1250, DALLAS, TX 75248 HOLDING COMPANY OF AN INVESTMENT ADVISER (PMV CAPITAL ADVISERS, LLC) PRESIDENT AND 50% SHAREHOLDER 02/2020 APPROXIMATELY 120 HOURS PER MONTH APPROXIMATELY 60 HOURS PER MONTH DURING TRADING HOURS EXECUTIVE MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-05 |
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