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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-08 |
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 |
|---|---|---|---|---|
| 49 Financial | Austin | TX | 06/2026 | Present |
| Dodson Dimensional Design | Dallas | TX | 05/2026 | 06/2026 |
| University Of Texas At Austin | Austin | TX | 08/2021 | 05/2026 |
| Fluffle Fulfillment | Buda | TX | 08/2024 | 10/2025 |
| Westlake Life Llc | Austin | TX | 06/2024 | 08/2024 |
| Playmakers Group | Austin | TX | 02/2023 | 08/2023 |
| Shop Style Your Senses | Dallas | TX | 05/2022 | 07/2022 |
| T Bar M Racquet Club | Dallas | TX | 06/2019 | 08/2021 |
| Ursuline Academy Of Dallas | Dallas | TX | 08/2017 | 05/2021 |
| The Covenant School | Dallas | TX | 08/2013 | 05/2017 |
| N/A | Dallas | TX | 05/2017 | 08/2017 |
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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