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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
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 Harvest Methodist Church | Missouri City | TX | 09/2019 | 05/2022 |
| Harvest Market Grocers | Missouri City | TX | 03/2020 | 08/2020 |
| Kohls | Missouri City | TX | 10/2020 | 01/2021 |
| Pengu Swim School | Sugar Land | TX | 01/2021 | 07/2022 |
| Fort Bend Isd | Missouri City | TX | 08/2009 | 05/2022 |
| Texas A&M University | College Station | TX | 05/2022 | 05/2026 |
| Texas A&M Geological Environmental Research Group | College Station | TX | 01/2023 | 05/2023 |
| Reveille Ranch | Bryan | TX | 09/2023 | 11/2023 |
| Texas A&M Office For Youth Engagement | College Station | TX | 01/2024 | 01/2025 |
| Texas A&M Chemical Engineering | College Station | TX | 04/2025 | 05/2026 |
| 49 Financial | Austin | 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 | 2026-06-12 |
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