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5550 Granite Parkway Suite 180, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
3556 Ne Stallings Drive Suite 101, Nacogdoches, TX 75965 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Nacogdoches | TX | 02/2009 | 03/2025 |
| Raymond James Financial Services Advisors Inc. | Nacogdoches | TX | 03/2009 | 03/2025 |
| Smith & Partners Financial Services Llc | Nacogdoches | TX | 02/2009 | 10/2017 |
| Parkway Wealth Management Group | Nacogdoches | TX | 02/2018 | 03/2025 |
| Parkway Wealth Management Group | Nacogdoches | TX | 04/2025 | Present |
(1) Separately licensed as an independent insurance agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-03 |
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