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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-08 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
820 Gessner Ste 316, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Siloam Springs | AR | 08/2015 | 05/2017 |
| Domino's | Johnson City | AR | 05/2017 | 08/2017 |
| Student | Siloam Springs | AR | 08/2017 | 05/2018 |
| Alta Mesa Resources, Lp | Houston | TX | 05/2018 | 08/2018 |
| John Brown University | Siloam Springs | AR | 08/2015 | 05/2019 |
| Unemployed | Wheaton | IL | 05/2019 | 07/2019 |
| Nybro, If | Nybro | 07/2019 | 10/2019 | |
| Sports Quest, Inc. | Houston | TX | 10/2019 | 04/2020 |
| Domino's | Spring | TX | 04/2020 | 06/2020 |
| 49 Wealth Management D/B/A 49 Financial | Houston | TX | 01/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2020 | 01/2024 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 07/2024 | 12/2024 |
1) Financial Independence Group; investment related; 820 Gessner Suite 316, Houston, TX 77024; Insurance Agent; Start date 2024-07-26; 40 Hours per month during trading hours. 2) HTX Soccer; Not investment related; 2201 Timberloch Place, Suite 275 The Woodlands, TX 77380; Soccer Coach; 15 hours during trading house per month; 48 hours outside of trading hours per month; Youth club soccer coach, responsible for two teams where I prepare two training sessions per week as well as coach a game on the weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-15 |
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