Best Investors Account Sign in
Inactive

Olivia Shin

49 Financial

El Segundo, CA

Austin, TX

Claim This Profile
Current Employers
49 Financial

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-03
  • CA RA
    APPROVED
    Since 2025-01-03

Branch Locations

840 Apollo St. Ste. 248/279, El Segundo, CA 90245 • United States

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Yvba (Youth Volleyball Association) Lake Oswego OR 08/2015 08/2017
Texas Christian University Fort Worth TX 08/2017 05/2021
Lululemon Fort Worth TX 11/2018 12/2020
Tcu Housing Fort Worth TX 08/2018 05/2020
Flash Photography Fort Worth TX 06/2020 07/2020
Pmg Digital Agency Fort Worth TX 02/2020 05/2020
Cyclebar Tigard, Tanasbourne, Fort Worth, Torrance CA 11/2018 02/2021
The Pac (Christ Chapel Bible Church) Fort Worth TX 08/2020 01/2021
Thrivent Advisor Network D/B/A 49 Financial Austin TX 05/2021 12/2022
49 Wealth Management, Llc El Segundo CA 01/2023 Present
Purshe Kaplan Sterling Investments Albany NY 06/2021 01/2024
Oakwood Capital Securities, Inc. Minneapolis MN 07/2024 Present
Bay Clubs El Segundo CA 03/2024 Present
  • 08/2015 → 08/2017
    Yvba (Youth Volleyball Association)
    Lake Oswego, OR
  • 08/2017 → 05/2021
    Texas Christian University
    Fort Worth, TX
  • 11/2018 → 12/2020
    Lululemon
    Fort Worth, TX
  • 08/2018 → 05/2020
    Tcu Housing
    Fort Worth, TX
  • 06/2020 → 07/2020
    Flash Photography
    Fort Worth, TX
  • 02/2020 → 05/2020
    Pmg Digital Agency
    Fort Worth, TX
  • 11/2018 → 02/2021
    Cyclebar
    Tigard, Tanasbourne, Fort Worth, Torrance, CA
  • 08/2020 → 01/2021
    The Pac (Christ Chapel Bible Church)
    Fort Worth, TX
  • 05/2021 → 12/2022
    Thrivent Advisor Network D/B/A 49 Financial
    Austin, TX
  • 01/2023 → Present
    49 Wealth Management, Llc
    El Segundo, CA
  • 06/2021 → 01/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 07/2024 → Present
    Oakwood Capital Securities, Inc.
    Minneapolis, MN
  • 03/2024 → Present
    Bay Clubs
    El Segundo, CA
Other Businesses

1) 49 Wealth Management, LLC; Investment Related; 840 Apollo St #248, El Segundo, CA 90245; Registered Investment Adviser; Investment Advisor Representative ; Start Date: January 2021; hrs/mo: 160; 40 hrs during trading; Provide advice to clients. 2) Shindig Publishing LLC; Not Investment Related; 18347 Lothlorien Way Lake Oswego, OR 97034; Book Writing; Writer; 8/1/2015; 3-4 hrs/mo; 0 during trading; promoting and writing children's books 3) 49 Financial; Fixed Insurance; non-Investment Related; 840 Apollo St #248, El Segundo, CA 90245; Fixed/Traditional Insurance; Insurance Agent; 6/2021; 4 hrs/mo; 4 hrs during trading; Sales of Fixed/Traditional insurance products. 4) Cyclebar Indoor Spin Cycling. Not Investment Related. 2250 Park Place, El Segundo CA 90245. Spin Cycle. Cycle Instructor since 3/1/2024; 6 Hrs/Mo; 0 During Trading Hours. Cycle Instructor. 5) Oakwood Capital Securities; Investment Related; 600 Highway 169 S, Suite 1410 Minneapolis MN 55426; IAR; 2023-09-01; 100 hrs/mo during trading; 0 hrs/mo; Provides investment advice for clients. 6) Financial Independence Group; Investment Related; 19520 W Catawba Ave Ste 200 Cornelius North Carolina 28031; Agent; 2021-07-14; 100 hrs/mo during trading; 0 hrs/mo; Working with clients to help fund them insurance suitable for them. 7) Bay Clubs; Not investment related; 819 N Harbor Dr, Redondo Beach CA 90277 and 2250 Parkl Place, El Segundo CA 90245; Fitness Instructor; Start Date: 3/1/2024; 3 hours before and after trading hours; Duties: teaching indoor fitness classes 1-2 times per week at Bay Club Redondo and El Segundo locations

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-14
S63 Uniform Securities Agent State Law Examination 2021-03-10
  • S65 Uniform Investment Adviser Law Examination
    2023-09-14
  • S63 Uniform Securities Agent State Law Examination
    2021-03-10
Other Names
  • Liv Shin

View on SEC IAPD

More in El Segundo, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor