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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-24 |
Branch Locations
916 S Capital Of Texas Highway Suite 2.100, Austin, TX 78746 • 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 |
|---|---|---|---|---|
| 49 Financial | Austin | TX | 06/2024 | Present |
| Kalcorp | College Station | TX | 09/2022 | 02/2024 |
| Oddjobs Bcs - Handyman Services | College Station | TX | 03/2021 | 05/2024 |
| Wings N More | College Station | TX | 09/2016 | 03/2021 |
| Student | College Station | TX | 09/2014 | 05/2022 |
1) Financial Independence Group; Investment related: Yes; 916 S Capital of Texas Highway. Suite 2.100 Austin TX 78746; Fixed insurance sales as part of a financial plan; Fixed Insurance Agent; Fixed insurance sales as part of a financial plan; Start date: 2024-06-03; 100 Hours per month all during trading hours. 2) 25 Giving; Contractor; Not Investment Related; 3711 S Mopac Expy, Ste. 150 Austin TX 78746; I'll refer nonprofits to 25 Giving so they can help develop charitable plans for donors of nonprofits.; Start date: 2025-03-06; 1 Hour per month devoted to business during trading hours; 1 Hour per month devoted to business outside trading hours; 2 Percent of total yearly compensation expected to be derived from the business; Contact person: Justin Lopez; Website address for the organization: 25giving.com.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-24 |
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