Stephen Reed Davis

Current Employers

Employment History

• 02/2021 → 01/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2021 → 12/2022
  Tan D/B/A 49 Financial
  Austin, TX
• 04/2020 → 01/2021
  Unemployed
  Austin, TX
• 08/2016 → 04/2020
  Neris
  New York, NY
• 03/2015 → 12/2018
  Consulting For Architechs
  New York, NY
• 01/2023 → Present
  49 Wealth Management Llc
  Austin, TX
• 08/2024 → 12/2024
  Oakwood Capital Securities, Inc.
  Minneapolis, MN

Other Businesses

1) 49 Financial; Fixed insurance; non-investment related; 916 S Capital of Texas Hwy, suite 2.100, Austin TX 78746; Agent since 01/2021; 4 Hours/month during trading hours; Meet with clients, discuss financial goals and needs, and, if applicable, provide fixed insurance services. 2. Austin Ridge Bible Church/ non-investment related/ 9300 Bee Caves Rd, Austin, TX 78733/ 8 hours a month dedicated outside business hours / volunteer / since 1-1-2021 to 4-9-2026 / duties include: parking assistance, greeting, leading small group, child care, and special needs ministry assistance typically once each week on Sundays during the church service.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-17
• S63 Uniform Securities Agent State Law Examination
  2020-12-22

Other Names

• Stephen Davis