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Mary Grace Cooper

49 Financial

Austin, TX

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Current Employers
49 Financial

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-10
  • TX RA
    APPROVED
    Since 2024-04-10

Branch Locations

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
Carport Coffee Co. College Station TX 12/2022 04/2023
Laity Lodge Youth Camp Leaky TX 06/2019 08/2019
American Campus Communities- Callaway House College Station TX 06/2018 06/2019
Second Baptist School Houston TX 01/2013 05/2018
Texas A&M College Station TX 05/2018 12/2022
49 Wealth Management Austin TX 04/2023 Present
Purshe Kaplan Sterling Investments Albany NY 06/2023 01/2024
Oakwood Capital Securities, Inc. Minneapolis MN 07/2024 12/2024
  • 12/2022 → 04/2023
    Carport Coffee Co.
    College Station, TX
  • 06/2019 → 08/2019
    Laity Lodge Youth Camp
    Leaky, TX
  • 06/2018 → 06/2019
    American Campus Communities- Callaway House
    College Station, TX
  • 01/2013 → 05/2018
    Second Baptist School
    Houston, TX
  • 05/2018 → 12/2022
    Texas A&M
    College Station, TX
  • 04/2023 → Present
    49 Wealth Management
    Austin, TX
  • 06/2023 → 01/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 07/2024 → 12/2024
    Oakwood Capital Securities, Inc.
    Minneapolis, MN
Other Businesses

1) Whole & Equal Co; Non-investment related; no current address as meetings take place over Zoom; Health and wellness company that helps people holistically get healthier; Health coach and nutritionist; provide fitness and health advice to customers for a fee. I work with another acquaintance as partners; Since 12/2022; 3 hours a week during my personal time. I will not spend any time on this business during securities trading hours. Duties include meeting with clients and curating social media content. 2) 49 Financial; Fixed Insurance. non-Investment Related. 916 S. Capital of Texas Hwy Suite 2.100 Austin, TX 78746. Fixed / Traditional Insurance. Insurance Agent. 06/2023. Hrs/month 4 all during trading hours. Sales of Fixed / Traditional insurance products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-29
S63 Uniform Securities Agent State Law Examination 2023-05-08
  • S65 Uniform Investment Adviser Law Examination
    2024-01-29
  • S63 Uniform Securities Agent State Law Examination
    2023-05-08
Other Names
  • Mary Grace Price
  • Mary Price
  • Mary Cooper
  • Mary Grace Cooper

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