Best Investors Account Sign in
Inactive

Garrett Andrew Newberry

49 Financial

Richardson, TX

Austin, TX

Claim This Profile
Current Employers
49 Financial

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-06
  • TX RA
    APPROVED
    Since 2023-07-06

Branch Locations

3400 N Central Expy Unit 110, Richardson, TX 75080 • United States

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rose City Summer Camp Tyler TX 07/2018 08/2018
Robert E. Lee High School Tyler TX 08/2015 05/2019
Unemployed Tyler TX 05/2019 08/2019
Pine Cove Tyler TX 05/2020 07/2020
South Spring Baptist Church Tyler TX 05/2021 08/2021
Texas A&M University College Station TX 08/2019 08/2022
Thrivent Advisor Network D/B/A 49 Financial Austin TX 08/2022 12/2022
Purshe Kaplan Sterling Investments Albany NY 06/2022 07/2024
49 Wealth Management Llc Dallas TX 01/2023 Present
Oakwood Capital Securities, Inc. Minneapolis MN 07/2024 12/2024
  • 07/2018 → 08/2018
    Rose City Summer Camp
    Tyler, TX
  • 08/2015 → 05/2019
    Robert E. Lee High School
    Tyler, TX
  • 05/2019 → 08/2019
    Unemployed
    Tyler, TX
  • 05/2020 → 07/2020
    Pine Cove
    Tyler, TX
  • 05/2021 → 08/2021
    South Spring Baptist Church
    Tyler, TX
  • 08/2019 → 08/2022
    Texas A&M University
    College Station, TX
  • 08/2022 → 12/2022
    Thrivent Advisor Network D/B/A 49 Financial
    Austin, TX
  • 06/2022 → 07/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2023 → Present
    49 Wealth Management Llc
    Dallas, TX
  • 07/2024 → 12/2024
    Oakwood Capital Securities, Inc.
    Minneapolis, MN
Other Businesses

1) Financial Independence Group; investment related; 3400 N Central Expy, Unit 110 Richardson TX 75080 United States; Fixed Insurance Agent; Start date: 2022-08-15; 80 Hours per month during trading hours; 10 Hours per month outside trading hours. 2) 25 Giving; Not Investment related; 3711 S Mopac Expy, Ste. 150 Austin TX 78746; Refer nonprofits to 25 Giving so they can help develop charitable plans for donors of nonprofits; Contractor; Start date: 2025-02-20; 2 Hours per month/ 1 during trading hours. 3) Master Networks; Not investment related; 5055 President George Bush Tpke Garland, TX 75040 United States; Nature: networking club; Start Date: 2/25/2025; 6 hours during trading hours per month; Duties: Attend networking events, recruit others to join the chapter; assist new members in onboarding to the website.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-27
S63 Uniform Securities Agent State Law Examination 2022-03-04
  • S65 Uniform Investment Adviser Law Examination
    2023-06-27
  • S63 Uniform Securities Agent State Law Examination
    2022-03-04

View on SEC IAPD

More in Richardson, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor