Best Investors Account Sign in
Inactive

Noah Jacob Plotkin

49 Financial

Austin, TX

Charlotte, NC

Claim This Profile
Current Employers
49 Financial

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-12-02
  • NC RA
    APPROVED
    Since 2025-12-02

Branch Locations

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

1213 W Morehead St Suite 508, Charlotte, NC 28208 • 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
Dairy Queen Richmond VA 04/2019 05/2019
American Family Richmond VA 05/2019 07/2020
Tarrant's West Richmond VA 07/2020 12/2020
Hermitage Country Club Richmond VA 01/2021 08/2021
Student - Kentucky Lexington KY 08/2021 05/2022
Capital Sqaure Richmond VA 05/2022 08/2022
Student - Kentucky Lexington KY 08/2022 05/2023
Capital Square Richmond VA 05/2023 08/2023
Student - Kentucky Richmond VA 08/2023 05/2025
49 Financial Charlotte NC 07/2025 Present
Student - Not Old Enough To Work Richmond VA 09/2008 04/2019
  • 04/2019 → 05/2019
    Dairy Queen
    Richmond, VA
  • 05/2019 → 07/2020
    American Family
    Richmond, VA
  • 07/2020 → 12/2020
    Tarrant's West
    Richmond, VA
  • 01/2021 → 08/2021
    Hermitage Country Club
    Richmond, VA
  • 08/2021 → 05/2022
    Student - Kentucky
    Lexington, KY
  • 05/2022 → 08/2022
    Capital Sqaure
    Richmond, VA
  • 08/2022 → 05/2023
    Student - Kentucky
    Lexington, KY
  • 05/2023 → 08/2023
    Capital Square
    Richmond, VA
  • 08/2023 → 05/2025
    Student - Kentucky
    Richmond, VA
  • 07/2025 → Present
    49 Financial
    Charlotte, NC
  • 09/2008 → 04/2019
    Student - Not Old Enough To Work
    Richmond, VA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-02
  • S65 Uniform Investment Adviser Law Examination
    2025-12-02
Other Names
  • Noah Plotkin

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor