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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-04 |
Branch Locations
12247 Barryknoll Lane, Memorial, TX 77043 • 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 |
|---|---|---|---|---|
| First Baptist Of College Station Mother's Day Out | College Station | TX | 02/2023 | 05/2026 |
| Larissa Boyd Music Llc | Malone | TX | 06/2020 | Present |
| 49 Financial | Houston | TX | 07/2026 | Present |
| Hillsboro Independent School District | Hillsboro | TX | 08/2009 | 05/2022 |
| Texas A&M University | College Station | TX | 08/2022 | 05/2026 |
Financial Independence Group (FIG)/ Investment Related / 19520 W Catawba Ave, Ste 200, Cornelius, North Carolina / Title - Fixed insurance agent / nature: selling fixed insurance products / Start date: 07/13/2026 / the number of hours devoted to the other business during securities trading hours; 20 / hours outside business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-07 |
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