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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-21 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Nashville | TN | 01/2015 | 06/2020 |
| Belle Meade Country Club | Nashville | TN | 06/2020 | 07/2020 |
| Full Time Education | Fort Worth | TX | 07/2020 | 06/2022 |
| Nautical Boat Club | Nashville | TN | 06/2022 | 07/2022 |
| Full Time Education | Fort Worth | TX | 07/2022 | 06/2024 |
| Adp | La Palma | CA | 06/2024 | 08/2024 |
| Tcu Sales Center (Texas Christian University) | Fort Worth | TX | 12/2023 | 05/2025 |
| 49 Financial | Austin | TX | 05/2025 | Present |
Fixed insurance agent / Investment related / 40 hours per month / Same address as above. St. Paul Christian Academy / non-investment related / 5033 Hillsboro Pike, Nashville, TN, 37215 / assisting with social media engagement / volunteer / prior school / 03-15-2026 - present / 3 hours during trading hours per month / 1 hour outside trading hours per month / Helping with the elementary school's young alumni Instagram page with respect to community engagement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-21 |
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