Gregory P. Morgan

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CRD#: 735924

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory Paul Morgan was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1981. Gregory had worked at 7 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 9, 1999 - April 30, 2021

SFMG WEALTH ADVISORS

RIA

CRD#: 107548

PLANO, TX

Past

February 3, 1998 - May 27, 1999

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

December 5, 1989 - December 31, 1997

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

March 31, 1989 - December 8, 1989

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

July 21, 1986 - March 31, 1989

LOWRY FINANCIAL SERVICES CORPORATION

CRD#: 7291

Past

October 26, 1984 - August 4, 1986

PTX SECURITIES, LLC

CRD#: 7735

Past

August 12, 1981 - April 16, 1984

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

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".

SFMG WEALTH ADVISORS

MORGAN GREGORY PAUL | STRATEGIC FINANCIAL MANAGEMENT GROUP | STRATEGIC FINANCIAL MANAGEMENT | SFMG, LLC. | SFMG WEALTH ADVISORS

CRD#: 107548 / SEC#: 801-44699

RIA

Registered Investment Advisory firm - (8/11/1993 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

Series 63

Date: 12/21/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/16/1985

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 6/24/1982

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 8/10/1981

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SFMG WEALTH ADVISORS

MORGAN GREGORY PAUL | STRATEGIC FINANCIAL MANAGEMENT GROUP | STRATEGIC FINANCIAL MANAGEMENT | SFMG, LLC. | SFMG WEALTH ADVISORS

CRD#: 107548 / SEC#: 801-44699

RIA

Registered Investment Advisory firm - (8/11/1993 Approved)

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Contact information

Main Address

3960 Dallas Parkway Suite 400, Plano, TX 75093

Mailing Address

Phone number

(972) 960-6460

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SFMG ADV 2A (9/12/2025)

Regulatory assets under management

Total Number of Accounts	3,983
AUM (Assets Under Management)	$ 2,524,709,134

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/31/2025	Cover Page	Report
03/29/2024	Cover Page	Report
03/02/2023	Cover Page	Report

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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Gregory P. Morgan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MOMENTUM INDEPENDENT NETWORK INC.

GROVE POINT INVESTMENTS, LLC

MUTUAL SERVICE CORPORATION

LOWRY FINANCIAL SERVICES CORPORATION

PTX SECURITIES, LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

SFMG WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 12/21/1981

Series 7

Date: 2/16/1985

Series 22

Date: 6/24/1982

Series 6

Date: 8/10/1981

Current Firm

SFMG WEALTH ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SFMG WEALTH ADVISORS

TRUST BUT VERIFY

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