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920 Memorial City Way Suite 150, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-27 |
Branch Locations
920 Memorial City Way Suite 150, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2021 | Present |
| Thrivent Advisor Network D/B/A 49 Financial | Houston | TX | 03/2021 | 12/2022 |
| University Of Alabama | Tuscaloosa | AL | 06/2017 | 12/2020 |
| Unemployed | Houston | TX | 12/2020 | 03/2021 |
| United Parcel Service | Malvern | PA | 12/2017 | 01/2021 |
| Chester Valley Golf Club | Malvern | PA | 06/2019 | 09/2019 |
| State Farm | Malvern | PA | 06/2018 | 09/2018 |
| Great Valley High School | Malvern | PA | 09/2013 | 06/2017 |
| 49 Wealth Management, Llc | Houston | TX | 03/2024 | 05/2024 |
| Highschool Through College | Kingwood, Malvern, Tuscaloosa | AL | 01/2004 | 12/2020 |
| Oak Harvest Financial Group | Houston | TX | 06/2024 | Present |
| Oak Harvest Investment Services, Llc | Houston | TX | 06/2024 | Present |
1) 49 Financial - Investment Related - 1334 Brittmoore Road Suite 2610, Houston, TX 77043 - Financial Advice - Financial Professional - 03/2020 - 160 hours/160 trading hours a month - Provide Advice to Clients. 2) Financial Independence Group. Not Investment Related. 1334 Brittmoore Road Suite 2610, Houston, TX 77043. Insurance. Agent. Start 3/2020. 34 hours per month, 2 during trading. Solicit and sales of life insurance products and annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-14 |
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