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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-08 |
Branch Locations
3101 Cobb Pkwy Se Suite 125, Atlanta, GA 30339 • 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 |
|---|---|---|---|---|
| Unemployed Minor | Louisville | KY | 07/2014 | 11/2019 |
| Unemployed/Student | Louisville | KY | 11/2019 | 05/2021 |
| Louisville Country Club | Louisville | KY | 05/2021 | 07/2022 |
| Unemployed/Student | Louisville | KY | 07/2022 | 06/2023 |
| Robert W. Baird & Co. (Baird) | Louisville | KY | 06/2023 | 08/2023 |
| Unemployed/Student | Athens | GA | 08/2023 | 07/2024 |
| 49 Financial | Atlanta | GA | 07/2024 | Present |
fixed insurance agent / investment related / 40 hours per month / same address as above
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-09 |
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