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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 |
|---|---|---|---|---|
| University Of Mississippi | Oxford | MS | 08/2015 | 05/2019 |
| Camp Oxark | Mt. Ida | AR | 05/2017 | 07/2018 |
| Unemployed | Tyler | TX | 05/2019 | 07/2019 |
| Westwood Wealth Management | Dallas | TX | 07/2019 | 11/2020 |
| Raymond James Financial Services Inc. | Plano | TX | 11/2020 | 03/2025 |
| Parkway Wealth Management Group | Plano | TX | 07/2022 | 03/2025 |
| Raymond James Financial Services Advisors | Plano | TX | 07/2022 | 03/2025 |
| Solely Foster | Richardson | TX | 06/2023 | Present |
| Parkway Wealth Management Llc | Plano | TX | 04/2025 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 04/2025 | 07/2025 |
| Realty Capital Residential | Iriving | TX | 09/2023 | Present |
(1) Separately licensed as an independent insurance agent (2) Solely Foster, part-time, family business (3) Realty Capital Residential, Not investment related, Irving TX, Real Estate development, 9/2023, zero hours monthly, zero hours during trading hours, husband is a developer for Realty Capital Residential and he invests every few years from our Capital access account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-08 |
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