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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Peachtree Planning | Atlanta | GA | 06/2021 | 08/2021 |
| Auburn University | Auburn | AL | 08/2019 | 05/2023 |
| Marist High School | Atlanta | GA | 08/2015 | 05/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2023 | 07/2024 |
| 49 Wealth Management, Llc | Atlanta | GA | 05/2023 | Present |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 07/2024 | 12/2024 |
1) Financial Independence Group; investment related; 19520 W Catawba Ave #200 Cornelius North Carolina 28031 United States; Insurance Representative; Helping clients select insurance policies that fit their financial plan.; Start date: 2023-05-22; 100 Hours per month all during trading hours. 2) Northside Youth Organization; Non-investment related; 140 Chastain Park Ave NW, Atlanta, GA 30342; Basketball Coach; 10 hours per month outside of trading hours; Duties: coach 12/13 year old basketball team 3) Sigma Pi Fraternity - Auburn AL Alpha Delta; Non-investment related; 960 West Magnolia Ave, Auburn AL 36832; Networking chair; 2 hours per month outside of trading hours; Duties; Helping the alumni committee with contact resources
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-06 |
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