William F. Blake

PMG FAMILY OFFICE

Plano, TX 75093

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CRD#: 5790727

Professional summary

William Fredrick Blake II, who also goes by Bill Blake, William F. Blake, William Frederick Blake, is a registered financial advisor currently at PMG FAMILY OFFICE, LLC located in Plano, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. William has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Blake | William F. Blake | William Frederick Blake

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Fredrick Blake II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 15, 2021 - Present

PMG FAMILY OFFICE, LLC

Office #1: 5700 West Plano Pkwy Suite 2600, Plano, TX 75093

RIA

CRD#: 312154

Plano, TX

Past

June 21, 2011 - January 28, 2021

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PLANO, TX

Past

June 21, 2011 - January 28, 2021

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PLANO, TX

Past

July 1, 2010 - June 24, 2011

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

DALLAS, TX

Past

June 14, 2010 - June 24, 2011

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PMG FAMILY OFFICE, LLC

CRD#: 312154 / SEC#: 801-130947

RIA

Registered Investment Advisory firm - (8/16/2024 Approved)

Louisiana

Registered Investment Advisory firm - (8/19/2024 Terminated)

Michigan

Registered Investment Advisory firm - (9/3/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/19/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(8/12/2021)

IAR

Michigan
(7/28/2021)

IAR

Texas
(1/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/7/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/29/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/10/2010

General Securities Representative Examination

Current Firm

PMG FAMILY OFFICE, LLC

CRD#: 312154 / SEC#: 801-130947

RIA

Registered Investment Advisory firm - (8/16/2024 Approved)

Louisiana

Registered Investment Advisory firm - (8/19/2024 Terminated)

Michigan

Registered Investment Advisory firm - (9/3/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/19/2024 Terminated)

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Contact information

Main Address

5700 West Plano Pkwy Suite 2600, Plano, TX 75093

Mailing Address

Phone number

(214) 550-8790

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/6/2025)

Regulatory assets under management

Total Number of Accounts	253
AUM (Assets Under Management)	$ 121,760,408

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

William F. Blake

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Fredrick Blake II's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

PMG FAMILY OFFICE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/7/2010

Series 7TO

Date: 3/29/2024

SIE

Date: 10/1/2018

Series 7

Date: 6/10/2010

Current Firm

PMG FAMILY OFFICE, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PMG FAMILY OFFICE, LLC

TRUST BUT VERIFY

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