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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-06-29 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
30 South 9Th Street 7Th Floor, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 49 Financial | Minneapolis | MN | 06/2026 | Present |
| Enterprise | Ames | IA | 01/2026 | 06/2026 |
| Crst | Cedar Rapids | IA | 05/2025 | 01/2026 |
| Mount Vernon Pool | Mount Vernon | IA | 05/2022 | 05/2025 |
| Unemployed | Mount Vernon | IA | 06/2016 | 05/2022 |
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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