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Conrad Simpson

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 2025-11-21
  • TX RA
    APPROVED
    Since 2025-11-21

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
Forbes Mill Steakhouse Los Gatos CA 09/2019 02/2020
Doordash Los Gatos CA 06/2020 06/2023
Radlux Estates Los Gatos CA 01/2017 02/2024
Rent A Frog Valet Fort Worth TX 10/2022 02/2024
Lumenis San Jose CA 05/2024 08/2024
49 Financial Austin TX 03/2025 Present
Texas Christian University Fort Worth TX 08/2021 05/2025
Unemployed Minor Los Gatos CA 05/2013 01/2020
Vector Marketing San Jose CA 05/2024 Present
  • 09/2019 → 02/2020
    Forbes Mill Steakhouse
    Los Gatos, CA
  • 06/2020 → 06/2023
    Doordash
    Los Gatos, CA
  • 01/2017 → 02/2024
    Radlux Estates
    Los Gatos, CA
  • 10/2022 → 02/2024
    Rent A Frog Valet
    Fort Worth, TX
  • 05/2024 → 08/2024
    Lumenis
    San Jose, CA
  • 03/2025 → Present
    49 Financial
    Austin, TX
  • 08/2021 → 05/2025
    Texas Christian University
    Fort Worth, TX
  • 05/2013 → 01/2020
    Unemployed Minor
    Los Gatos, CA
  • 05/2024 → Present
    Vector Marketing
    San Jose, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-21
  • S65 Uniform Investment Adviser Law Examination
    2025-11-21

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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