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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-06-30 |
Branch Locations
3101 Cobb Pkwy Se Suite 124, Atlanta, GA 30339 • United States
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2021 | 07/2024 |
| 49 Financial | Atlanta | GA | 01/2021 | Present |
| Sewanee: The University Of The South | Sewanee | TN | 08/2017 | 05/2021 |
| Fumc: Montgomery | Montgomery | AL | 05/2018 | 08/2020 |
| Waitr | Montgomery | AL | 05/2020 | 01/2021 |
| Lamp High School | Montgomery | AL | 08/2013 | 05/2017 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 07/2024 | 12/2024 |
| Oakwood Capital Securities, Inc. | Atlanta | GA | 05/2026 | Present |
1) 49 Financial; Fixed Insurance; non-Investment Related; 3101 Cobb Pkwy SE Suite 124, Atlanta, GA 30339; Fixed/Traditional Insurance; Agent; 4/2021; 10hrs/mo; 10 hrs during trading; Sales of Fixed/Traditional Insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-13 |
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