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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-31 |
Branch Locations
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 | 11/2020 | 01/2024 |
| 49 Financial | Austin | TX | 08/2020 | Present |
| Unemployed | Groesbeck | TX | 08/2020 | 11/2020 |
| Brookhill Ranch | Hot Springs | AR | 05/2020 | 08/2020 |
| Third Coast Events | Houston | TX | 08/2019 | 05/2020 |
| Goin 2 Be Healty | Stephenville | TX | 08/2018 | 08/2019 |
| Sonic | Stephenville | TX | 08/2017 | 08/2018 |
| Student | Stephenville | TX | 08/2015 | 08/2017 |
1) Fixed insurance agent / investment related / 40 hours per month / same address as above 2) Groesbeck High School; Non-investment related; 1202 N Ellis St, Groesbeck, TX 76642; Vice President of the Class of 2015; Start Date: 8/1/2025; 2 hours per month outside of trading hours; I help plan and organize reunions. I will not have access or authority specific to funds.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-02 |
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