Kyle Joseph Sweeney

Current Employers

Employment History

• 08/2021 → 01/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2021 → Present
  49 Wealth Management Llc
  Dallas, TX
• 08/2020 → 05/2021
  Unemployed
  Southlake, TX
• 05/2020 → 07/2020
  Jeff Mactaggart Masonry
  Omaha, NE
• 08/2019 → 11/2019
  Unemployed
  Southlake, TX
• 05/2019 → 07/2019
  Absolute Recomp
  North Richland Hills, TX
• 07/2011 → 05/2019
  Unemployed
  Southlake, TX
• 12/2019 → 01/2020
  Absolute Recomp
  North Richland Hills, TX
• 02/2020 → 04/2020
  Unemployed
  Southlake, TX
• 07/2024 → Present
  Oakwood Capital Securities, Inc.
  Minneapolis, MN

Other Businesses

1) 49 Financial; Fixed Insurance; non-Investment Related; 3400 N Central Expy, Suite #110-260, Richardson, TX 75080; Fixed/Traditional Insurance; Title - Agent; Start - 8/9/2021; 4 Hrs/Mth; 4 During Securities Trading Hrs; Sales Of Fixed/Traditional Insurance Products 2) Dallas Cowboys flag runner team; not investment related, One Cowboys Way Frisco, TX 75034; on field flag runner during Cowboys games; flag runner; flag runner; 08/24/24; 10 hours/mth; 0 hrs/mth; running flags on the field during the Cowboys home games 3) 49 Wealth Management; Registered Investment Adviser; Investment Advisor Representative; Investment related; 3400 N Central Expy, Suite #110-260, Richardson, TX 75080; since 4/30/2024; Comprehensive financial planning; gives advice to clients to client on the investment part of the plan; Approximately 160 hours a month during and after business hours 4) Oakwood Capital; investment related; 600 Highway 169 S, Suite 1410 Minneapolis MN 55426 USA; Variable Investments; Registered Representative; Start date: 2024-07-29; 30 Hours per month during trading hours; 10 Hours per month outside trading hours. 5) Financial Independence Group; investment related; 19520 W Catawba Ave #200 Cornelius NC 28031 USA; Fixed insurance; Insurance Agent; Start date: 2021-08-09; 30 Hours per month during trading hours; 10 Hours per month outside trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-25
• S63 Uniform Securities Agent State Law Examination
  2021-07-07

Other Names

• Kyle Sweeney