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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-05 |
Branch Locations
820 Gessner Rd Suite 316, Houston, TX 77024 • 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 |
|---|---|---|---|---|
| The Woodlands High School | The Woodlands | TX | 05/2015 | 05/2019 |
| Concordia Lutheran High School | Tomball | TX | 05/2019 | 05/2021 |
| Franklin University | Lugano | 05/2021 | 12/2021 | |
| Southern Methodist University | Dallas | TX | 12/2021 | 05/2025 |
| 49 Financial | Houston | TX | 07/2025 | Present |
Fixed insurance agent / Investment related / 40 hours per month / Same address as above.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-04 |
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