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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-06 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
3400 N Central Expy Unit 110, Richardson, TX 75080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 49 Financial | Dallas | TX | 06/2025 | Present |
| Big Country Title | Abilene | TX | 06/2024 | 02/2025 |
| 360 Wealth Management | Dallas | TX | 05/2023 | 08/2023 |
| Built By Grid | Dallas | TX | 05/2022 | 08/2022 |
| Unemployed Minor | Plano | TX | 06/2001 | 05/2020 |
| Full-Time Student | Abilene | TX | 07/2020 | 05/2025 |
(1) Fixed insurance agent / Investment related / 40 hours per month / Same address as above. (2) North Dallas Baseball Academy / Not Investment related / 1250 West Belt Line Road, Richardson, Texas 75080 / Assistant Baseball Coach / Start Date: 11/1/2025 / 20 hours per month after trading hours / Help coach 11u, 16u, and 17u baseball teams specializing in pitching
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-05 |
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