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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-28 |
| OR | RA | APPROVED | 2026-03-26 |
Branch Locations
East Greenville, PA • United States
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2019 | 12/2020 |
| Ascensus, Llc | Dresher | PA | 01/2020 | 09/2021 |
| Tiff Investment Management | Radnor | PA | 09/2021 | 12/2024 |
| 49 Wealth Management, Llc | Austin | TX | 04/2025 | Present |
| Drexel University, Kline School Of Law | Philadelphia | PA | 08/2017 | 05/2019 |
| Pennsylvania State University | Abington | PA | 08/2013 | 05/2017 |
| Unemployment | East Greenville | PA | 01/2025 | 04/2025 |
| Geometry Global | Philadelphia, Pa (Phl) | PA | 11/2018 | 12/2022 |
1. Alongside, LLC; Investment related; 3711 S MoPac Expy, Suite 150, Austin, Texas, 78746; SEC Registered Investment Advisor; Compliance Manager; 06/2025 start date; Compliance support for daily, quarterly and annual requirements, approximate 20 hours per month during business hours 2. Major Cleaning, LLC; janitorial services, not investment related; 644 Kulp Rd, Perkiomenville, PA, 18074, Cleaner, 02/2026 start date; Assist with janitorial services for apartment complexes; approximate 5 hours per month outside business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-11 |
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