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Advisor at PARKWAY WEALTH MANAGEMENT GROUP, LLC
PLANO, TX | Nacogdoches, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PARKWAY WEALTH MANAGEMENT GROUP, LLC | Independent wealth | Apr 1, 2025 | n/a | yes | PLANO, TX|Nacogdoches, TX | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Oct 3, 2017 | Mar 31, 2025 | no | Nacogdoches, TX|PLANO, TX|Nacogdoches, TX | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Oct 28, 2008 | Oct 10, 2017 | no | RICHARDSON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | PARKWAY WEALTH MANAGEMENT GROUP, LLC | Mar 31, 2025 | Apr 1, 2025 | 1 | Firm change | Ibd to new firm |
| AMERIPRISE FINANCIAL SERVICES, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Oct 10, 2017 | Oct 3, 2017 | -7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:333971:TX:2025-03-31 | Mar 31, 2025 | Apr 1, 2025 | NACOGDOCHES, TX | Firm change |