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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
121 S. Main Street, Henderson, TX 75654 • United States
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 |
|---|---|---|---|---|
| Camp Idrahaje | Bailey | CO | 06/2016 | 11/2016 |
| Quiktrip | Carrolton | TX | 01/2017 | 07/2017 |
| Central Christian College Of Kansas | Mcpherson | KS | 08/2014 | 05/2019 |
| Cedars Inc | Mcpherson | KS | 05/2019 | 06/2019 |
| Center For Youth Ministry Training | Brentwood | TN | 07/2019 | 05/2022 |
| First Methodist Church Of Henderson | Henderson | TX | 06/2022 | 08/2023 |
| Holistic Planning | Nacogdoches | TX | 07/2023 | 08/2024 |
| Uptick Partners, Llc | Nacogdoches | TX | 09/2023 | 08/2024 |
| Raymond James Financial Services Advisors, Inc. | Henderson | TX | 08/2024 | 03/2025 |
| Parkway Wealth Management Group, Llc | Henderson | TX | 08/2024 | 03/2025 |
| Raymond James Financial Services, Inc. | Henderson | TX | 11/2024 | 03/2025 |
| Parkway Wealth Management Group, Llc | Henderson | TX | 04/2025 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 04/2025 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-16 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-21 |
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