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5550 Granite Parkway Suite 180, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-27 |
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 |
|---|---|---|---|---|
| Tulane University | New Orleans | LA | 08/2024 | 05/2025 |
| Newcomb Children's Center | New Orleans | LA | 10/2021 | 02/2023 |
| 4/4 School Of Music | Mckinney | TX | 08/2025 | Present |
| Lifetime Fitness | Plano | TX | 05/2024 | 08/2024 |
| Tulane University | New Orleans | LA | 08/2021 | 08/2024 |
| Student | Plano | TX | 01/2016 | 08/2021 |
| Parkway Wealth Management Group, Llc. | Plano | TX | 10/2025 | Present |
| Cabot Lodge Securities, Llc. | Schaumburg | IL | 03/2026 | Present |
Cabot Lodge Securities, LLC., Investment Related, 425 Martingale Road Suite 1220 Schaumburg, IL 60173, Brokerage Firm, Assistant, March 2026, less than 5 hours per month, transferring accounts for annuity business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-27 |
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