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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
5550 Granite Parkway Suite 180, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 12/2012 | 04/2018 |
| Raymond James Financial Services, Inc. | Plano | TX | 04/2018 | 03/2025 |
| Raymond James Financial Services Advisors Inc. | Plano | TX | 04/2018 | 03/2025 |
| Parkway Wealth Management Group | Plano | TX | 04/2018 | 03/2025 |
| Parkway Wealth Management Group Llc | Plano | TX | 04/2025 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 04/2025 | 06/2025 |
(1) Separately licensed as an independent insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-08 |
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