DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PARKWAY WEALTH MANAGEMENT GROUP, LLC
PLANO, 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 | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jun 16, 2016 | Mar 31, 2025 | no | PLANO, TX|Crossroads, TX | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jun 30, 2016 | no | Plano, TX | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jun 30, 2003 | Jun 1, 2009 | no | PLANO, TX|PLANO, 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 |
| MORGAN STANLEY | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jun 30, 2016 | Jun 16, 2016 | -14 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:333971:TX:2025-03-31 | Mar 31, 2025 | Apr 1, 2025 | CROSSROADS, TX | Firm change |
| 149777:149018:TX:2016-06-30 | Jun 30, 2016 | Jun 16, 2016 | PLANO, TX | Firm change |