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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-16 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
3400 N Central Expy Suite #110-260, Richardson, TX 75080 • 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 | 07/2024 |
| Prosper High School | Prosper | TX | 08/2014 | 05/2018 |
| University Of Oklahoma | Norman | OK | 08/2018 | 05/2022 |
| Thrivent Advisor Network Dba 49 Financial | Dallas | TX | 01/2022 | 01/2023 |
| Anytime Fitness | Prosper | TX | 05/2018 | 08/2018 |
| 49 Financial | Dallas | TX | 06/2023 | Present |
| Jc's Burger House | Prosper | TX | 01/2014 | 12/2018 |
| Crunch Fitness | Norman | OK | 08/2018 | 05/2020 |
| Wentworth Management Services | Frisco | TX | 12/2019 | 01/2022 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 07/2024 | 12/2024 |
Financial Independence Group; investment related; 3400 N Central Expy, Unit 110, Richardson, TX 75080 United States; Fixed Life/Health Insurance; Fixed Insurance Agent; Start date: 2022-01-01; 160 Hours per month all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-13 |
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