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Shelby Smith

49 Financial

Austin, TX

Austin, TX

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Current Employers
49 Financial

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-13
  • TX RA
    APPROVED
    Since 2025-09-13

Branch Locations

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chick-Fil-A Austin TX 07/2017 08/2021
Brookshire Brothers College Station TX 09/2021 03/2024
Hill Country Bible Church Austin TX 06/2023 08/2023
Tkp Productions Austin TX 06/2023 06/2024
Minor Cedar Park TX 05/2002 04/2017
49 Financial Austin TX 07/2024 Present
  • 07/2017 → 08/2021
    Chick-Fil-A
    Austin, TX
  • 09/2021 → 03/2024
    Brookshire Brothers
    College Station, TX
  • 06/2023 → 08/2023
    Hill Country Bible Church
    Austin, TX
  • 06/2023 → 06/2024
    Tkp Productions
    Austin, TX
  • 05/2002 → 04/2017
    Minor
    Cedar Park, TX
  • 07/2024 → Present
    49 Financial
    Austin, TX
Other Businesses

Fixed insurance agent / Investment related / 40 hours per month / Same address as above

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-12
  • S65 Uniform Investment Adviser Law Examination
    2025-09-12

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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