Best Investors
Account
Sign in
Best Investors
Account
Sign in
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-21 |
Branch Locations
13475 Atlantic Blvd. Unit 8 Suite M779, Jacksonville, FL 32225 • United States
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2020 | 07/2024 |
| Ivystone Group Llc | Spring | TX | 07/2016 | 01/2020 |
| Texas A&M University | College Station | TX | 08/2012 | 12/2016 |
| Thrivent Advisor Network, Llc | Houston | TX | 06/2020 | 12/2022 |
| 49 Wealth Management Llc | Austin | TX | 01/2023 | Present |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 07/2024 | Present |
1) 49 Wealth Management. Investment advisor representative since 01/2023. Business is conducted from 3010 3rd St S Suite D, Jacksonville Beach, FL 32250. Approximately 90% of his time is for services as an investment advisor representative and the balance as a registered representative. 2) 49 Financial; Insurance Sales; 3010 3rd St S Suite D, Jacksonville Beach, FL 32250; Non-Investment Related since 2/4/2020; Help clients with any fixed insurance needs; 120 hours per month during business hours. 3) Oakwood Capital Securities; investment related; 3010 3rd St S Jacksonville Beach FL 32250 USA; Registered Representative; Financial planning; Start date: 2024-08-05; 50 Hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-08 |
Reach out to this advisor