Michael Branch is a registered investment advisor, based in Plano, TX, with 1 years of industry experience.
Location
5550 Granite Parkway, Suite 180, Plano, TX, 75024
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is separately licensed as an independent insurance agent via One Insurance Solutions.
Employment History
Current Registrations
Parkway Wealth Management Group, LLC
April 2025 - Present · 1 yr 1 mo
Cabot Lodge Securities LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2025 - March 2025 · 0 mos
Raymond James Financial Services, INC.Broker
March 2025 - March 2025 · 0 mos
MML Investors Services, LLC
April 2024 - November 2024 · 7 mos
MML Investors Services, LLCBroker
February 2024 - November 2024 · 9 mos
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.