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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-21 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
3101 Cobb Pwky Se Suite 124, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed Minor | Marietta | GA | 10/2014 | 07/2020 |
| Full Time College Student | Athens | GA | 08/2020 | 05/2024 |
| J. Christopher's | Marietta | GA | 05/2021 | 07/2021 |
| J. Christopher's | Athens | GA | 09/2021 | 05/2022 |
| Brookfield Country Club | Roswell | GA | 05/2022 | 08/2022 |
| Athens Country Club | Athens | GA | 01/2023 | 08/2023 |
| Athens Country Club | Athens | GA | 01/2024 | 05/2024 |
| Trinity Accounting Group | Athens | GA | 05/2023 | 08/2023 |
| Trinity Accounting Group | Athens | GA | 08/2023 | 12/2023 |
| 49 Financial | Atlanta | GA | 06/2024 | Present |
1. Fixed insurance agent / investment related / 40 hours per month / same address as above 2. 25 Giving; Contractor; Non-Investment Related; 3711 S Mopac Expy, Ste. 150, Austin, TX 78746; since 2/24/2025; 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-09 |
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