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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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