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5550 Granite Parkway Suite 180, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-04 |
Branch Locations
5550 Granite Parkway Suite 180, Plano, TX 75024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James | Dallas | TX | 01/2020 | 03/2022 |
| Merrill Lynch | San Antonio | TX | 06/2019 | 08/2019 |
| Cvs Pharmacy | Corpus Christi | TX | 06/2017 | 06/2018 |
| Texas A&M University | College Station | TX | 08/2016 | 12/2019 |
| Hullabaloo Help Desk Attendant | College Station | TX | 08/2018 | 10/2019 |
| Unemployed | Dallas | TX | 03/2022 | 05/2022 |
| 360 Wealth Planners | Dallas | TX | 05/2022 | 07/2024 |
| Advisor Resource Council Llc | Dallas | TX | 05/2022 | 07/2024 |
| Lpl Financial Llc | Dallas | TX | 10/2022 | 07/2024 |
| Raymond James Financial Services, Inc. | Plano | TX | 07/2024 | 03/2025 |
| Raymond James Financial Services Advisors, Inc. | Plano | TX | 07/2024 | 03/2025 |
| Parkway Wealth Managment Group | Plano | TX | 07/2024 | 03/2025 |
| Parkway Wealth Management Group Llc | Plano | TX | 04/2025 | Present |
(1) Separately licensed as an independent insurance agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-09 |
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