Theodore Lisa

Current Employers

49 Financial

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-18

TX RA
APPROVED

Since 2026-08-18

Branch Locations

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Harbor View Hotel	Edgartown	MA	06/2021	08/2021
Common Area Maintenance And Partners	Framingham	MA	06/2020	08/2020
49 Financial	Austin	TX	08/2026	Present
University Of Texas	Austin	TX	09/2021	08/2026
University Of Texas	Austin	TX	09/2020	05/2021
Phillips Exeter Academy	Exeter	NH	08/2015	05/2020

06/2021 → 08/2021

Harbor View Hotel

Edgartown, MA
06/2020 → 08/2020

Common Area Maintenance And Partners

Framingham, MA
08/2026 → Present

49 Financial

Austin, TX
09/2021 → 08/2026

University Of Texas

Austin, TX
09/2020 → 05/2021

University Of Texas

Austin, TX
08/2015 → 05/2020

Phillips Exeter Academy

Exeter, NH

Other Businesses

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

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-23

S65 Uniform Investment Adviser Law Examination

2026-06-23

View on SEC IAPD

Current Employers

49 Financial

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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