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3711 S Mopac Expy, Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-06 |
Branch Locations
30 South 9Th Street 7Th Floor, Minneapolis, MN 55402 • United States
3711 S Mopac Expy, Suite 150, Austin, TX 78746 • United States
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2024-04-12 |
Branch Locations
30 South 9Th Street 7Th Floor, Minneapolis, MN 55402 • United States
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-29 |
Branch Locations
30 South 9Th Street 7Th Floor, Minneapolis, MN 55402 • United States
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Minneapolis | MN | 05/2011 | 01/2023 |
| Thrivent Financial For Lutherans | Appleton | WI | 05/2011 | 06/2017 |
| Thrivent Financial | Appleton | WI | 06/2017 | 01/2023 |
| 49 Wealth Management | Austin | TX | 01/2024 | Present |
| Outside Consultant | Austin | TX | 01/2023 | 01/2024 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 04/2024 | Present |
| Alongside, Llc | Austin | TX | 05/2025 | Present |
49 Wealth Management; President; Wealth management company; 3711 S MoPac Expy, Austin, TX, 78746; investment related; since 1/12/2024; 40 hours weekly during and after business hours Nook; Investor and strategic Advisor; CUSO organization, which is a marketing organization to credit unions; 3711 S MoPac Expy, Austin, TX, 78746; since 1/2024; 3-4 hour a month during business hours only. Alongside, LLC; Owner; Investment related; 3711 S MoPac Expy Ste. 150 Austin, TX 78746; since; 3/24/2025; Beneficial owner of Alongside, LLC. an SEC registered Investment Advisor; 10 hours during and after business hours. Oakwood Capital Securities; Registered Representative; Investment related;600 Highway 169 S Ste 1410, Minneapolis, MN 55426-1218; since; 3/24/2025; Registered representative of a broker dealer; 2 hours a month during business hours. Benilde-St. Margaret's School; Board Member; Non-investment related; 2501 Highway 100 S, Saint Louis Park, MN 55416; since 8/22/2025; 1 hour a month during and after business hours 818 Family Office, LLC; Investment-Related; 3711 S MoPac Expy, Suite 150, Austin, TX 78746; Affiliated RIA; President & Owner; 10 hours during trading hours Altura Planning; Not Investment related; 3711 S MoPac Expy, Suite 150, Austin, TX 78746; President and Owner; 5 hours during trading hours TJS; Not investment related; 3711 S MoPac Expy, Suite 150, Austin, TX 78746; President and Owner; 5 hours during trading hours Genesis 2; Not investment related; 3711 S MoPac Expy, Suite 150, Austin, TX 78746; President and Owner; 5 hours during trading hours TLCMH; Not investment related; 3711 S MoPac Expy, Suite 150, Austin, TX 78746; President and Owner; 5 hours during trading hours Three Strands Group; Not investment related; 3711 S MoPac Expy, Suite 150, Austin, TX 78746; President and Owner; 5 hours during trading hours Steward and Protect; Not investment related; 3711 S MoPac Expy, Suite 150, Austin, TX 78746; President and Owner; 5 hours during trading hours HTA Solutions; Not investment related; 3711 S MoPac Expy, Suite 150, Austin, TX 78746; President and Owner; 5 hours during trading hours Multiply Strategies, LLC; Not investment related; 3711 S MoPac Expy, Suite 150, Austin, TX 78746; President and Owner; 5 hours during trading hours Family Office Partners; Not investment related; 3711 S MoPac Expy, Suite 150, Austin, TX 78746; President and Owner; 5 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-29 |
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