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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-08-05 |
| KS | RA | APPROVED | 2024-08-05 |
Branch Locations
6550 Sprint Parkway, Leawood, KS 66251 • United States
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 | 06/2022 | 01/2024 |
| University Of Kansas | Lawrence | KS | 08/2019 | 06/2022 |
| Firstbank | Lakewood | CO | 05/2021 | 08/2021 |
| Jay And Melanie Sporer | Oakley | KS | 05/2020 | 08/2020 |
| Jay And Melanie Sporer | Oakley | KS | 05/2019 | 08/2019 |
| Ottawa University | Ottawa | KS | 08/2018 | 05/2019 |
| Jay And Melanie Sporer | Oakley | KS | 05/2018 | 08/2018 |
| Oakley Middle/High School | Oakley | KS | 06/2012 | 05/2018 |
| 49 Wealth Management Llc | Rogers | AR | 06/2022 | Present |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 08/2024 | 12/2024 |
1) 49 Financial; Fixed insurance; Insurance agent; Investment related; 6550 Sprint Parkway Leawood, KS 66251; since 6/2022; Meet with clients, discuss financial goals and needs, and, if applicable, provide fixed insurance services; 40 hours per month during business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-01 |
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