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5310 W Village Pkway #4, Rogers, AR 72758 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-16 |
Branch Locations
San Antonio, TX • United States
5310 W Village Pkway #4, Rogers, AR 72758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amazon Flex | Austin | TX | 03/2017 | 07/2018 |
| Cg Victory | Austin | TX | 05/2017 | 08/2017 |
| The University Of Texas At Austin | Austin | TX | 08/2014 | 05/2018 |
| 49 Financial/Axa Advisors | Austin | TX | 05/2017 | 08/2017 |
| Axa Advisors, Llc | Austin | TX | 08/2018 | 11/2019 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 11/2019 | 01/2024 |
| Thrivent Advisor Network, Llc | Austin | TX | 06/2020 | 12/2022 |
| 49 Wealth Management Llc | Austin | TX | 01/2023 | 02/2025 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 03/2024 | 02/2025 |
| 49 Financial | Austin | TX | 11/2019 | 02/2025 |
| Self-Employed | San Antonio | TX | 03/2025 | Present |
| Whisper Path Cellars | San Antonio | TX | 08/2024 | Present |
| Providence Capital Llc | San Antonio | TX | 04/2025 | Present |
1) General systems and sales management at a winery 2) "Whisper Path Cellars" IT and systems management at electrical contractor, "JV Electric" 3) Self-employed, independent contracting work with financial firms, helping establish automated processes and otherwise support their sales systems.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-11 |
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