Joshua Wardle

Employer firm

Parkway Wealth Management Group, LLC CRD 333971

$1.22B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 11/2016
  Camp Idrahaje
  Bailey, CO
• 01/2017 → 07/2017
  Quiktrip
  Carrolton, TX
• 08/2014 → 05/2019
  Central Christian College Of Kansas
  Mcpherson, KS
• 05/2019 → 06/2019
  Cedars Inc
  Mcpherson, KS
• 07/2019 → 05/2022
  Center For Youth Ministry Training
  Brentwood, TN
• 06/2022 → 08/2023
  First Methodist Church Of Henderson
  Henderson, TX
• 07/2023 → 08/2024
  Holistic Planning
  Nacogdoches, TX
• 09/2023 → 08/2024
  Uptick Partners, Llc
  Nacogdoches, TX
• 08/2024 → 03/2025
  Raymond James Financial Services Advisors, Inc.
  Henderson, TX
• 08/2024 → 03/2025
  Parkway Wealth Management Group, Llc
  Henderson, TX
• 11/2024 → 03/2025
  Raymond James Financial Services, Inc.
  Henderson, TX
• 04/2025 → Present
  Parkway Wealth Management Group, Llc
  Henderson, TX
• 04/2025 → 04/2025
  Cabot Lodge Securities Llc
  Schaumburg, IL

Previous Registrations

• 2024-08-30 → 2025-03-31
  Raymond James Financial Services Advisors, Inc
  Henderson, TX
  Henderson, TX
• 2023-09-25 → 2024-08-30
  Uptick Partners, Llc
  Nacogdoches, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-12-16
• S65 Uniform Investment Adviser Law Examination
  2023-09-21

Other Names

• Josh Wardle
• Joshua Alexander Wardle