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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-06 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
820 Gessner Ste 316, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Nebraska Lincoln | Lincoln | NE | 06/2022 | 05/2026 |
| Northland Pines High School | Eagle River | WI | 06/2020 | 06/2022 |
| Scotts Valley High School | Scotts Valley | CA | 06/2018 | 06/2020 |
| Scotts Valley Middle School | Scotts Valley | CA | 06/2015 | 06/2018 |
| The University Of Nebraska Foundation | Lincoln | NE | 10/2025 | 05/2026 |
| Fedex | Eagle River | WI | 05/2024 | 08/2024 |
| Fedex | Lincoln | NE | 08/2024 | 11/2024 |
| Freedom Clad Financial | Pheonix | AZ | 02/2025 | 02/2026 |
| 49 Financial | Houston | TX | 06/2026 | Present |
1) 49 Financial through Financial Independence Group / investment-related / 19520 W Catawba Avenue, Suite 200, Cornelius, NC 28031 / Fixed insurance / Fixed insurance agent / Start Date: 6/15/2026 / 20 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-06 |
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