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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
3400 N Central Expy Unit 110, Richardson, TX 75080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Texas At Austin | Austin | TX | 08/2022 | 05/2026 |
| Crumbl Cookies | Dallas | TX | 07/2022 | 08/2022 |
| Bazille | Dallas | TX | 05/2023 | 08/2023 |
| Tecovas | Dallas | TX | 06/2023 | 08/2025 |
| Franklin Finders | Dallas | TX | 05/2024 | 11/2024 |
| Texas Performing Arts Center | Austin | TX | 08/2025 | 05/2026 |
| 49 Financial | Dallas | TX | 06/2026 | Present |
| St. Thomas Aquinas Catholic School | Dallas | TX | 08/2015 | 05/2018 |
| Bishop Lynch High School | Dallas | TX | 08/2018 | 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 | 2026-06-02 |
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