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Lauren Nicole Matheu

49 Financial

Jacksonville, FL

Austin, TX

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Current Employers
49 Financial

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-03
  • FL RA
    APPROVED
    Since 2025-01-03

Branch Locations

5011 Gate Parkway Building 100, Suite 100, Jacksonville, FL 32256 • United States

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
OrganizationCityStateFromTo
49 Wealth Management Jacksonville FL 05/2023 Present
Pks Investments Albany NY 05/2023 01/2024
University Of Florida Gainesville FL 08/2022 12/2022
Chiles High School Tallahassee FL 08/2016 05/2019
University Of Florida Gainesville FL 06/2019 05/2023
Oakwood Capital Securities, Inc. Minneapolis MN 07/2024 12/2024
  • 05/2023 → Present
    49 Wealth Management
    Jacksonville, FL
  • 05/2023 → 01/2024
    Pks Investments
    Albany, NY
  • 08/2022 → 12/2022
    University Of Florida
    Gainesville, FL
  • 08/2016 → 05/2019
    Chiles High School
    Tallahassee, FL
  • 06/2019 → 05/2023
    University Of Florida
    Gainesville, FL
  • 07/2024 → 12/2024
    Oakwood Capital Securities, Inc.
    Minneapolis, MN
Other Businesses

49 Financial / Fixed insurance/ Insurance agent / Non-Investment related / since 6/12/2023 / 3010 S. 3rd Street, Suite D, Jacksonville, FL 32250 / 40 hours per month during and after trading hours / Meet with clients, discuss financial goals and needs, and, if applicable, provide fixed insurance services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-22
S63 Uniform Securities Agent State Law Examination 2023-02-10
  • S65 Uniform Investment Adviser Law Examination
    2024-10-22
  • S63 Uniform Securities Agent State Law Examination
    2023-02-10

View on SEC IAPD

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