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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 |
|---|---|---|---|---|
| Raymond James Financial Services, 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 |
(1) Name of Business: B Rocking Ranch LLC Address: 2913 Ballater Ct. , Lewisville , TX, 75056, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole member of LLC to hold/own real estate that is Timberland for harvest. (2) Name of Business: Red Bird Hallow 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 T. Ray's book for business. (3) Separately licensed as an independent insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-16 |
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