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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-26 |
| NC | RA | APPROVED | 2025-10-30 |
Branch Locations
1213 W Morehead St Suite 508, Charlotte, NC 28208 • 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 |
|---|---|---|---|---|
| Communituy House Middle School/Ardrey Kell High School | Charlotte | NC | 06/2015 | 09/2018 |
| True Crafted Llc | Charlotte | NC | 09/2018 | 04/2021 |
| University Of North Carolina Wilmington | Wilmington | NC | 05/2021 | 05/2022 |
| Duckworths Restaurant | Charlotte | NC | 05/2022 | 08/2022 |
| University Of North Carolina Wilmington | Wilmington | NC | 08/2022 | 09/2023 |
| Green Lean & Clean | Wilmington | NC | 09/2023 | 01/2024 |
| University Of North Carolina Wilmington | Wilmington | NC | 01/2024 | 05/2025 |
| 49 Financial | Charlotte | NC | 06/2025 | Present |
Fixed insurance agent / Investment related / 40 hours per month / Same address as above.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-30 |
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