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5000 Legacy Dr Ste 494, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-18 |
Branch Locations
4 disclosure categories 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 & Associates, Inc. | Frisco | TX | 10/2007 | 04/2020 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 04/2020 | Present |
| Xo Wealth Management | Dallas | TX | 04/2020 | 01/2025 |
| Redwood Family Wealth Llc | Dallas | TX | 01/2025 | Present |
| Redwood Family Wealth Llc | Dallas | TX | 01/2025 | Present |
(1) Cabot Lodge Securities LLC; Investment related; New York, NY; Broker Dealer; Registered Representative; Start Date: 04/2020; approx 1 hour per month; zero hours during trading hours; trailing annuity commissions. (2) PJB Investment Advisors LLC, not investment related, LLC, Addison, TX, Principal, 4/2020, 1 hour per month; zero hours during trading hours, simply pass through entity to help pay office expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-02 |
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