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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • 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 |
|---|---|---|---|---|
| 49 Financial | Austin | TX | 07/2025 | Present |
| University Of Texas Recreational Sports | Austin | TX | 01/2021 | 07/2025 |
| N/A | Austin | TX | 08/2020 | 05/2025 |
| N/A | Friendswood | TX | 07/2020 | 01/2021 |
| N/A | Friendswood | TX | 08/2015 | 07/2020 |
Fixed insurance agent / Investment related / 40 hours per month / Same address as above.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-11 |
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