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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-25 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
1213 W Morehead St Ste 508, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 49 Financial | Charlotte | NC | 06/2026 | Present |
| Resurgent Capital Services | Greenville | SC | 06/2024 | 08/2024 |
| Indaco Greenville | Greenville | SC | 05/2023 | 08/2023 |
| Multi-Pack Solutions | Greenville | SC | 05/2022 | 07/2022 |
| Cracker Barrel | Anderson | SC | 01/2022 | 02/2022 |
| The Boondocks | Anderson | SC | 05/2019 | 08/2022 |
| St. Joseph Catholic School | Greenville | SC | 08/2015 | 05/2022 |
| University Of South Carolina | Columbia | SC | 08/2022 | 05/2026 |
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 | 2026-06-17 |
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