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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-17 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
1213 W Morehead St Suite 508, Charlotte, NC 28208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2022 | 01/2024 |
| 49 Wealth Management Llc | Charlotte | NC | 03/2022 | Present |
| Clemson University | Clemson | SC | 08/2018 | 05/2022 |
| Carabbas | Huntersville | NC | 06/2016 | 07/2018 |
| Carolina Cuts | Huntersville | NC | 05/2019 | 07/2019 |
| Dick's Sporting Goods | Huntersville | NC | 05/2020 | 08/2020 |
| Peninsula Club | Cornelius | NC | 05/2021 | 07/2021 |
| Walker Golf Course | Clemson | SC | 08/2021 | 11/2021 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 07/2024 | 12/2024 |
1) Financial Independence Group; investment related; 1213 W Morehead St Charlotte NC 28208; Associate; Fixed Insurance Sales; Start date: 2024-08-09; 20 Hours per month all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-03 |
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