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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-01 |
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 |
|---|---|---|---|---|
| Unemployed | Austin | TX | 12/2018 | 06/2019 |
| Axa Advisors, Llc | New York | NY | 06/2019 | 11/2019 |
| Baylor University | Waco | TX | 08/2015 | 12/2018 |
| Baylor Undergraduate Admissions | Waco | TX | 06/2016 | 09/2017 |
| Celanese Corporation | Irving | TX | 06/2017 | 08/2017 |
| North Star Resource Group | Dallas | TX | 06/2018 | 08/2018 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 11/2019 | 01/2024 |
| 49 Wealth Management, Llc. | Austin | TX | 05/2023 | Present |
1) 49 Financial. 3711 S MoPac Expy, Suite 150, Austin TX 78746. Financial Planning. Associate. Start 6/3/2019. 200 hours per month, 7 during trading. engage with clients to build comprehensive financial plans. Review periodically and adjust as necessary. 2) Insurance Sales. Non-Investment Related. 19520 West Catawba Ave, Ste 200, Cornelius, NC 28031. Insurance Agent. Start 6/2019. 150hrs/mo, all during trading hours. Meet with clients, discuss financial goals and need, if applicable provide fixed insurance. 3) Regents School of Austin; Not Investment Related; 3230 Travis County Cir. Austin, TX 78735; K-12 School; Basketball Coach; 10/2023; 48 hrs/mo; 0 during trading hours; Help coach high school basketball teams in practices and games from October through February/March of every season. 4) 25 Giving; Contractor; Non-Investment Related; 3711 S Mopac Expy, Ste. 150, Austin, TX 78746; since 8/19/2025; Refer nonprofits to 25 Giving so they can help develop charitable plans for donors of nonprofits; 2 hours per month during and after business hours. 5) The Austin Stone Community Church; Non-Investment Related; 916 S Capital of Texas Hwy, Austin, TX 78746; Since 11/13/2025; 4 hours per month during trading hours; 20 hours per month outside trading hours; Serve my local serve in the capacity of a deacon. While the role is for the whole church, I work specifically within the Groups Ministry. I help organize small groups around the city, monitor how the leaders of each group are leading their respective groups, and provide Bible study content as necessary;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-22 |
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