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2910 Lakeside Village Blvd, Flower Mound, TX 75022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-27 |
Branch Locations
2910 Lakeside Village Blvd, Flower Mound, TX 75022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Louisiana State University | Baton Rouge | LA | 08/2015 | 05/2019 |
| Magnolia Wealth Strategies | Baton Rouge | LA | 05/2017 | 06/2018 |
| Goddard School | Canton | GA | 05/2018 | 07/2018 |
| Equitable Advisors, Llc | New York | NY | 06/2019 | 04/2021 |
| Raymond James Financial Services, Inc | Flower Mound | TX | 04/2021 | 09/2021 |
| Raymond James Financial Services Advisors | Flower Mound | TX | 06/2021 | 09/2021 |
| One Way Holdings Llc D/B/A Gds Wealth Management | Flower Mound | TX | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-16 |
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