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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-08-05 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
30 S 9Th St, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Wealth Financial Group | Clinton | IA | 05/2023 | 08/2023 |
| First Wealth Financial Group | Cinton | IA | 05/2024 | 08/2024 |
| Seeser Crane | Clinton | IA | 05/2022 | 08/2022 |
| Tpc Deere Run | Silvis | IL | 06/2026 | 07/2026 |
| 49 Financial | Minneapolis | MN | 07/2026 | Present |
| Student | Camanche | IA | 05/2016 | 05/2022 |
| Student | Cedar Rapids | IA | 08/2022 | 05/2023 |
| Student | Fayette | IA | 08/2023 | 05/2024 |
| Student | Brookings | SD | 08/2024 | 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 | 2026-07-10 |
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