Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|---|
| Raymond James Financial Servicecs,Inc | Plano | TX | 06/2016 | 03/2025 |
| Raymond James Financial Services Advisors Inc. | Plano | TX | 06/2016 | 03/2025 |
| Parkway Wealth Management Group Llc | Plano | TX | 06/2016 | 03/2025 |
| Parkway Wealth Management Group | Plano | TX | 04/2025 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 04/2025 | 04/2025 |
(1)Name of Business: Cajun Spirit Enterprises Inc Address: 5550 Granite Pkwy Ste 180, Plano, TX, 75024, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/16/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: S Corp set up for J Ray's book of business (2) Separately licensed as an independent insurance agent. (3) Parkway Wealth Management Group Properties, LLC, Rental Real Estate, not investment related, Plano, TX, Owner/Proprietor, 7/2020.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-19 |
Reach out to this advisor