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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-23 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • 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 |
|---|---|---|---|---|
| Primerica Financial Services | San Antonio | TX | 04/2023 | 02/2025 |
| Pfs Investments Inc. | San Antonio | TX | 11/2023 | 02/2025 |
| Home Depot | San Antonio | TX | 08/2023 | 03/2024 |
| Smoothies Extreme Nutrition | San Antonio | TX | 08/2020 | 08/2023 |
| Student | San Antonio | TX | 09/2013 | 06/2021 |
| Wallick And Volk | San Antonio | TX | 03/2024 | 10/2024 |
| American Pacific Mortgage | San Antonio | TX | 10/2024 | 02/2025 |
| Kestra Investment Services, Llc | San Antonio | TX | 03/2025 | 11/2025 |
| Kestra Advisory Services, Llc | San Antonio | TX | 03/2025 | 11/2025 |
| 49 Financial | Austin | TX | 12/2025 | Present |
Fixed insurance agent / Investment related / 40 hours per month / Same address as above.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-15 |
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