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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-25 |
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 |
|---|---|---|---|---|
| Kanakuk Kamps | Branson | MO | 05/2018 | 08/2018 |
| Chick-Fil-A | Branson | MO | 08/2017 | 12/2017 |
| Teleios Travel Llc | Dallas | TX | 10/2017 | 10/2020 |
| Kanakuk Institute | Branson | MO | 09/2017 | 04/2018 |
| Kanakuk Kamps | Branson | MO | 05/2017 | 08/2017 |
| Montgomery Coscia Greilich Llp | Dallas | TX | 01/2017 | 04/2017 |
| Specialty Restoration Of Texas | Waco | TX | 08/2016 | 12/2016 |
| Axa Advisors, Llc | New York | NY | 09/2018 | 10/2019 |
| Purshe Kaplan Sterling Inestments, Inc | Albany | NY | 10/2019 | 09/2020 |
| Thrivent Advisor Network Dba 49 Financial | Austin | TX | 09/2020 | 12/2022 |
| Pks Investments | Albany | NY | 09/2022 | 01/2024 |
| 49 Wealth Management | Austin | TX | 05/2023 | Present |
1) Financial Independence Group. Investment-related. 3711 S MoPac Expy, Ste 150, Austin, TX 78746. Fixed Insurance Agent/Financial Planner. Start date: 07/2024. 1 hr/month during trading hours. 2 hrs/month outside trading hours. 2) Ranch Water Pool Co; Not Investment Related; 17229 Rossignol Cove Austin TX 78738 USA; Pool company; Owner; Start Date: 7/1/2025; 40 hours/month during & outside of trading hours; Grow, market, and manage the day-to-day responsibilities of the business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-01 |
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