AUMdb
KW

Kevin Wayne Margolis

CRD 4490753

Firms

FirmRoleAs of
Sfmg, Llc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • Sfmg, Llc.
    Ceo, Managing Director · 25% – 50% · Dec 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗