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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| 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 | Plano | TX | 06/2016 | 03/2025 |
| Parkway Wealth Management Group Llc | Plano | TX | 04/2025 | Present |
(1) Separately licensed as an independent insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1983-02-23 |
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