Alfred Justin Lopez

Current Employers

Employment History

• 01/2012 → 12/2018
  Austin Stone
  Austin, TX
• 01/2019 → 10/2019
  Axa
  Austin, TX
• 10/2019 → Present
  49 Wealth Management
  Austin, TX
• 12/2023 → 01/2024
  Purshe Kaplan Sterling Investment
  Albany, NY
• 07/2024 → Present
  Oakwood Capital Securities, Inc.
  Minneapolis, MN

Other Businesses

49 Financial; Fixed Insurance; Non-Investment Related; 3711 S MoPac Expy, Ste 105, Austin, TX 78735; Independent Insurance Agent; Agency; Agent; 11/1/2019; 50 hours per month; Provide insurance advice based on the needs of client(s). 49 Wealth Management; Registered Investment Adviser; Investment Advisor Representative since 8/1/2023; Provide investment advise to prospects and clients; 3711 S MoPac Expy, Ste 105, Austin, TX 78735; 150 hrs/mo. Oakwood Capital Securities; Registered Representative; Investment related: Yes; Location: 600 US-169 Minneapolis MN 55426; Description: Our broker dealer; Responsibilities Duties: Serve clients; Start date: 2024-07-23; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 5; Contact person at the organization: Jason King; Website address for the organization: oakwoodcapital.com. 25 Giving; President; Non investment related; 3711 S MoPac Expy, Ste 105, Austin, TX 78735; since 10/1/2024; Charitable planning company. Help people structure their charitable giving, partner with nonprofits to help them maximize their donors' charitable giving; Approx. 10 hours per month during and after business hours. RBI Austin; Director; Non-investment related; 500 E St Johns Ave Suite 1.420, Austin, TX 78752; since 1/1/2012; 2 hours before and after trading hours; I'm a founding board of directors member for the nonprofit RBI Austin.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-09

Other Names

• Justin Lopez