Christopher D. Colon

PARKWAY WEALTH MANAGEMENT GROUP

PLANO, TX 75024

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CRD#: 6145464

Professional summary

Christopher David Colon, CFP® is a registered financial advisor currently at PARKWAY WEALTH MANAGEMENT GROUP, LLC located in Plano, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Christopher has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Separately licensed as an independent insurance agent via Once Insurance Solutions

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher David Colon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

April 1, 2025 - Present

PARKWAY WEALTH MANAGEMENT GROUP, LLC

Office #1: 5550 Granite Parkway Suite 180, Plano, TX 75024

RIA

CRD#: 333971

PLANO, TX

Past

April 1, 2025 - June 25, 2025

CABOT LODGE SECURITIES LLC

CRD#: 159712

Plano, TX

Past

April 2, 2018 - March 31, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

PLANO, TX

Past

April 2, 2018 - March 31, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

PLANO, TX

Past

March 11, 2013 - April 6, 2018

MORGAN STANLEY

RIA

CRD#: 149777

PLANO, TX

Past

February 11, 2013 - April 6, 2018

MORGAN STANLEY

CRD#: 149777

PLANO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARKWAY WEALTH MANAGEMENT GROUP, LLC

CRD#: 333971 / SEC#: 801-131974

RIA

Registered Investment Advisory firm - (2/10/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/8/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/8/2013

General Securities Representative Examination

Current Firm

PARKWAY WEALTH MANAGEMENT GROUP, LLC

CRD#: 333971 / SEC#: 801-131974

RIA

Registered Investment Advisory firm - (2/10/2025 Approved)

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Contact information

Main Address

5550 Granite Parkway Suite 180, Plano, TX 75024

Mailing Address

Phone number

(972) 502-9340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARKWAY MANAGEMENT PROGRAM WRAP BROCHURE (5/27/2025)

PARKWAY ADV BROCHURE (5/27/2025)

Regulatory assets under management

Total Number of Accounts	3,331
AUM (Assets Under Management)	$ 1,086,309,905

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Christopher D. Colon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher David Colon's CRS (Customer Relationship Summary).

Certified licenses

Experience

CABOT LODGE SECURITIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

PARKWAY WEALTH MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/8/2013

SIE

Date: 10/1/2018

Series 7

Date: 2/8/2013

Current Firm

PARKWAY WEALTH MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARKWAY WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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