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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-07-17 |
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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2021 | 01/2024 |
| 49 Financial | Austin | TX | 07/2021 | Present |
| Texas A&M | College Station | TX | 08/2017 | 06/2021 |
| At&T | Dallas | TX | 05/2020 | 08/2020 |
| Chalk Cullum Assoc. | Southlake | TX | 05/2019 | 08/2019 |
| Southlake Carroll School District | Southlake | TX | 07/2011 | 07/2017 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 11/2025 | Present |
1) Fixed Insurance; Investment Related; 3711 S MoPac Expwy, Suite 150, Austin, TX 78746; Fixed/Traditional Insurance; Title - Agent; Start - 7/2021; 4 Hrs/Mth; 4 During Securities Trading Hrs; Sales of Fixed/Traditional Insurance Products 2) Sunrise Traditions Trust; Non-investment related; 200 Amelia Lane Aledo TX 76008; since 10/1/2024; Trustee; Trustee on relative's trust; 0 hours per month before and after trading hours 3) Oakwood Capital Securities; Investment related; 600 US Highway 169, Minneapolis, MN 55426; Broker Dealer; Registered Representative; Since 11/01/2025; 20 hours per month during trading hours; registered representative of broker dealer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-09 |
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