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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Texas Christian University | Fort Worth | TX | 08/2014 | 05/2018 |
| Tcu Athletics | Fort Worth | TX | 02/2015 | 06/2018 |
| Csaa Insurance | Walnut Creek | CA | 06/2017 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 07/2018 | 11/2019 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 11/2019 | 01/2024 |
| Ryan Sanders Baseball | Fort Wayne | TX | 11/2017 | 05/2018 |
| Thrivent Advisor Network, Llc | Austin | TX | 06/2020 | 12/2022 |
| 49 Wealth Management, Llc | Austin | TX | 01/2023 | Present |
1. Fixed Insurance. Not Investment Related. 916 S. Capital of Texas Hwy, suite 2.100 Austin, TX. Insurance. Agent. Start 02/2020. 5 hours per week not during trading. Insurance Sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-11 |
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