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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-29 |
Branch Locations
840 Apollo St St 248, El Segunda, CA 90245 • 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 |
|---|---|---|---|---|
| Crest Insurance | Tucson | AZ | 09/2022 | 05/2023 |
| Seis Kitchen | Tucson | AZ | 08/2021 | 12/2021 |
| Zipps Sports Grill | Phoenix | AZ | 03/2022 | 08/2022 |
| Nosh Cafe | Phoenix | AZ | 03/2021 | 07/2021 |
| Nanny | Phoenix | AZ | 01/2013 | 02/2021 |
| 49 Wealth Management | Los Angeles | CA | 05/2023 | Present |
| Pks Investments | Albany | NY | 05/2023 | 07/2024 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 07/2024 | 12/2024 |
| Financial Independence Group | El Segundo | CA | 01/2024 | Present |
1) Financial Independence Group. Investment-related; 840 Apollo St #248; El Segundo, CA 90245; Fixed Insurance; Insurance Agent.; Start date: 01/2024; 30 hrs/month during trading hours. 1 hrs/month outside trading hours. Sales of fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-18 |
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