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Matthew Stephen Engels

Cmg Wealth Management

Plano, TX

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Current Employers
Cmg Wealth Management

2500 Dallas Parkway, Suite 400, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-30
LA RA APPROVED 2024-09-05
AR RA APPROVED 2024-07-04
CA RA APPROVED 2024-07-04
TX RA APPROVED 2024-07-04
  • FL RA
    APPROVED
    Since 2025-04-30
  • LA RA
    APPROVED
    Since 2024-09-05
  • AR RA
    APPROVED
    Since 2024-07-04
  • CA RA
    APPROVED
    Since 2024-07-04
  • TX RA
    APPROVED
    Since 2024-07-04

Branch Locations

2500 Dallas Parkway, Suite 400, Plano, TX 75093 • 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
Cmg Wealth Management Plano TX 05/2021 05/2024
Cmg Wealth Management Plano TX 06/2024 Present
Student Plano TX 05/2011 05/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-28
  • S65 Uniform Investment Adviser Law Examination
    2024-06-28

View on SEC IAPD

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