Best Investors
Account
Sign in
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 | 01/2023 | 03/2025 |
| Briaud Financial Advisors | College Station | TX | 05/2022 | 12/2022 |
| Raymond James Financial Services, Inc. | Dallas | TX | 06/2021 | 07/2021 |
| Texas A&M University | College Station | TX | 08/2018 | 05/2022 |
| Full-Time Student | Frisco | TX | 08/2010 | 07/2018 |
| Raymond James Financial Services, Inc. | Plano | TX | 06/2018 | 09/2018 |
| Raymond James Financial Services, Inc. | Plano | TX | 06/2017 | 08/2017 |
| Parkway Wealth Management Group | Plano | TX | 01/2023 | 03/2025 |
| Raymond James Financial Services Advisors, Inc | Plano | TX | 06/2023 | 03/2025 |
| Parkway Wealth Management Group, Llc | Plano | TX | 04/2025 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 04/2025 | 04/2025 |
(1) Separately licensed as an independent insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-25 |
Reach out to this advisor