Michael Branch
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Parkway Wealth Management Group, LLCApr 2025 to now
- Cabot Lodge Securities LLCApr 2025 to now
- Raymond James Financial Services Advisors, Inc.Mar 2025 to Mar 2025
- Raymond James Financial Services, Inc.Mar 2025 to Mar 2025
- UnemployedOct 2024 to Mar 2025
- MML Investors Services LLCJan 2024 to Oct 2024
- Mass Mutual Life Insurance CompanyOct 2023 to Jan 2024
- Bell FlightMay 2023 to Aug 2023
- Aspen GroupMay 2021 to Aug 2022
- Texas A&M UniversityAug 2020 to Dec 2023
- Napoli's Italian RestaurantMay 2019 to Aug 2020
- Roman CucinaMay 2018 to Aug 2018
- Lovejoy High School (isd)Aug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Parkway Wealth Management Group, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7855125
- 333971