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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-08 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
3101 Cobb Pkwy Se Suite 124, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Barbeque | Johns Creek | GA | 06/2018 | 01/2021 |
| Top Golf | Buford | GA | 05/2021 | 07/2021 |
| Full Time Student | Auburn | AL | 01/2021 | 05/2021 |
| Holder Properties | Auburn | AL | 09/2021 | 04/2023 |
| 49 Wealth Management | Atlanta | GA | 06/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2023 | 01/2024 |
| Full Time Student | Suwanee | GA | 01/2013 | 06/2018 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 07/2024 | 12/2024 |
1) 49 Financial; Fixed Insurance; Non-investment related; 3101 Cobb Pkwy SE Suite 124 Atlanta, GA 30339; Fixed Insurance; Agent; 6/2023;~160 hours per month; 3 hours during trading hours; Meet with clients, discuss financial goals and needs, and, if applicable, provide fixed insurance services. 2) Six Zero Pickleball; Ambassador; 4037 Leprechan Way, Duluth, GA 30097; Non-investment related; since 11/12/2024; An ambassador program for a pickleball brand called six zero, located in Australia. She will have an affiliate code with them in which people can use her discount to buy products and she earns a commission on the products sold with her discount; 10 hours a month after business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-21 |
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