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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-26 |
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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2022 | 01/2024 |
| Thrivent Advisor Network Dba 49 Financial | Austin | TX | 05/2022 | 12/2022 |
| University Of Texas | Austin | TX | 08/2018 | 05/2022 |
| St. Mary's Hall School | San Antonio | TX | 08/2014 | 05/2018 |
| Steel City Pops | San Antonio | TX | 05/2019 | 08/2019 |
| Unemployed | San Antonio | TX | 06/2018 | 07/2018 |
| 49 Financial | Austin | TX | 02/2023 | Present |
Fixed insurance agent / investment related / 40 hours per month / same address as above 25 Giving; Contractor; Non-Investment Related; 3711 S Mopac Expy, Ste. 150, Austin, TX 78746; since 2/3/2026; Refer nonprofits to 25 Giving so they can help develop charitable plans for donors of nonprofits; 6 hours per month during and after business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-04 |
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