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Michael Edward Collins

Kwm Partners LLC

Richardson, TX

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Current Employers
Kwm Partners Llc

96 Beach Walk Blvd Suite 1243, Conroe, TX 77304 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-14
  • TX RA
    APPROVED
    Since 2026-07-14

Branch Locations

2435 N. Central Expressway 12Th Floor, Richardson, TX 75080 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Dallas TX 10/2014 05/2019
Charles Schwab Bank Dallas TX 10/2014 05/2019
Lpl Financial, Llc Dallas TX 05/2019 02/2020
Tcg Advisors Lp Austin TX 02/2020 05/2021
Tcg Advisory Services Llc Austin TX 07/2020 05/2021
Trajan Wealth, Llc Scottsdale AZ 06/2021 Present
  • 10/2014 → 05/2019
    Dallas, TX
  • 10/2014 → 05/2019
    Charles Schwab Bank
    Dallas, TX
  • 05/2019 → 02/2020
    Dallas, TX
  • 02/2020 → 05/2021
    Tcg Advisors Lp
    Austin, TX
  • 07/2020 → 05/2021
    Tcg Advisory Services Llc
    Austin, TX
  • 06/2021 → Present
    Scottsdale, AZ
Previous Registrations
Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; TEXAS; INSURANCE AGENT; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-24
S63 Uniform Securities Agent State Law Examination 1991-09-13
  • S66 Uniform Combined State Law Examination
    2003-09-24
  • S63 Uniform Securities Agent State Law Examination
    1991-09-13
Other Names
  • Mike Collins

View on SEC IAPD

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