Inactive

William Young Harvey

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Current Employers

49 Financial

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-11

TX RA
APPROVED

Since 2025-08-11

Branch Locations

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

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

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

Organization	City	State	From	To
Split Rail Golf Links	Aledo	TX	04/2021	07/2022
Pinnacle Bank	Benbrook	TX	05/2023	08/2024
49 Financial	Austin	TX	06/2025	Present
Unemployed Minor	Aledo	TX	10/2014	10/2020
Full Time High School Student	Aledo	TX	10/2020	04/2021
Full Time College Student	Aledo	TX	07/2022	05/2023
Full Time Student	Aledo	TX	08/2024	05/2025

04/2021 → 07/2022

Split Rail Golf Links

Aledo, TX
05/2023 → 08/2024

Pinnacle Bank

Benbrook, TX
06/2025 → Present

49 Financial

Austin, TX
10/2014 → 10/2020

Unemployed Minor

Aledo, TX
10/2020 → 04/2021

Full Time High School Student

Aledo, TX
07/2022 → 05/2023

Full Time College Student

Aledo, TX
08/2024 → 05/2025

Full Time Student

Aledo, TX

Other Businesses

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

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-11

S65 Uniform Investment Adviser Law Examination

2025-08-11

Other Names

Will Young Harvey
William Harvey

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION

EVERLONG FINANCIAL

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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