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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-16 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
820 Gessner Ste 316, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2022 | 01/2024 |
| Thrivent Advisor Network D/B/A 49 Financial | Houston | TX | 05/2022 | 12/2022 |
| Texas A&M University | College Station | TX | 08/2018 | 05/2022 |
| American Campus Communities | College Station | TX | 12/2018 | 05/2020 |
| Pappas Burgers | Houston | TX | 03/2018 | 08/2018 |
| Second Baptist Church | Houston | TX | 05/2015 | 08/2018 |
| Second Baptist Church | Houston | TX | 01/2010 | 08/2018 |
| 49 Wealth Management | Houston | TX | 01/2023 | Present |
1) Fixed Insurance. investment related - Yes. 820 Gessner, Ste 316, Houston, TX, USA, 77024. Fixed / Traditional Insurance. Agent Start: 5/2022. 4 hrs/month during trading hours. 4 hrs/month outside trading hours. Sales of Fixed / Traditional insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-11 |
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