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.

Current firm

PARKWAY WEALTH MANAGEMENT GROUP, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Sep 21, 2023

First registration

Sep 25, 2023

Dual registered

no

Other names

Josh Wardle|Joshua Alexander Wardle

IAPD individual key

7814827

• Occurred

  Mar 31, 2025
  Advisor changed firm

  Joshua Wardle left Raymond James Financial Services Advisors, Inc for Parkway Wealth Management Group, Llc (registered 2025-04-01)

  Form ADVobserved 5 days ago
• Occurred

  Aug 30, 2024
  Advisor changed firm

  Joshua Wardle left Uptick Partners, Llc for Raymond James Financial Services Advisors, Inc (registered 2024-08-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e8cf2d57-a3a2-696c-e04f-c6a3051390cd

First observed

Sep 25, 2023

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.