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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
2463 Mosaic Way, Tyler, TX 75701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Tyler | TX | 03/2000 | 03/2025 |
| Raymond James Financial Services Advisors, Inc | Tyler | TX | 03/2000 | 03/2025 |
| Parkway Wealth Management Group, Llc | Tyler | TX | 09/2019 | 03/2025 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 04/2025 | 09/2025 |
| Parkway Wealth Management Group, Llc | Tyler | TX | 04/2025 | Present |
(1) Separately licensed as an independent insurance agent (2) Solely Foster, LLC, not investment related, Tyler, TX, collegiate products, emergency check signer, 5/2024, zero hours per month and zero hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-02 |
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