Robert Dwight Mcmeen

Current Employers

Employment History

• 06/2016 → 03/2025
  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
• 04/2025 → Present
  Parkway Wealth Management Group
  Plano, TX
• 04/2025 → Present
  Cabot Lodge Securities Llc
  Schaumburg, IL

Previous Registrations

• 2016-06-16 → 2025-03-31
  Raymond James Financial Services Advisors, Inc
  Plano, TX
  Crossroads, TX
• 2009-06-01 → 2016-06-30
  Morgan Stanley
  Plano, TX
• 2003-06-30 → 2009-06-01
  Citigroup Global Markets Inc.
  Plano, TX
  Plano, TX

Other Businesses

(1) Name of Business: Century Tree Properties, LLC Address: 5600 FM 424, Crossroads, TX, 76227, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/10/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the sole owner of this LLC, responsible for management and administration (2) Name of Business: Live Oak Advisory, 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 for Robert's book of business (3) Separately licensed as an independent insurance agent via One Insurance Solutions (4) Parkway Wealth Management Group Properties, LLC, not investment related, Plano, TX, Real Estate, Partner, 7/2020, this entity purchase offices that Parkway Wealth Management Group leases from.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-27
• S63 Uniform Securities Agent State Law Examination
  1995-02-08

Other Names

• Robert Dwight Mcmeen