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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-22 |
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 |
|---|---|---|---|---|
| Omni Hotels & Resorts | Austin | TX | 02/2022 | 05/2022 |
| Paschal High School | Fort Worth | TX | 07/2013 | 07/2017 |
| The University Of Texas At Austin | Austin | TX | 07/2017 | 05/2022 |
| 49 Wealth Management, Llc | Austin | TX | 07/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2022 | 01/2024 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 07/2024 | 12/2024 |
1) 49 Financial / Fixed insurance/ insurance agent / non-Investment related / since 6/2022 / 916 S Capital Of Texas Hwy Ste 2.100, Austin, TX 78749/ 40 hours per month / Meet with clients, discuss financial goals and needs, and, if applicable, provide fixed insurance services. Sales of Fixed/Traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-23 |
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