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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-06 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
1213 W Morehead St Suite 508, Charlotte, NC 28208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Fort Lauderdale | FL | 08/2013 | 05/2024 |
| 49 Financial | Charlotte | NC | 05/2024 | Present |
1. fixed insurance agent / investment related / 40 hours per month / same address as above 2. Lacrosse Coach / not investment related / 1021 Murandy Ln Matthews, NC 28104 / teaching girls age 13 - 17 how to play lacrosse / 20 hours per month outside business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-06 |
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