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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-28 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
3400 N Central Expy Ste 110, Richardson, Tx 75080, Richardson, TX 75080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ymca | Richardson | TX | 03/2018 | 03/2023 |
| Full Time Education | College Station | TX | 03/2023 | 01/2024 |
| 1418Coffee | Plano | TX | 12/2022 | 08/2024 |
| Compass Group | College Station | TX | 02/2024 | 12/2024 |
| Stone Co Climbing | College Station | TX | 01/2025 | 05/2026 |
| Homaker | Plano | TX | 05/2026 | 07/2026 |
| 49 Financial | Richardson | TX | 08/2026 | Present |
| Education | Richardson | TX | 01/2015 | 05/2019 |
Financial Independence Group (FIG); Investment Related; 19520 W Catawba Ave #200, Cornelius, NC 28031; Fixed Insurance Agent selling fixed insurance products; approximate number of hours/month devoted during business hours: 20; approximate number of hours/month devoted outside business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
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