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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-01 |
Branch Locations
1213 W Morehead St Suite 508, Charlotte, NC 28208 • 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 |
|---|---|---|---|---|
| The Fresh Market | Charotte | NC | 05/2022 | 05/2023 |
| South Charlotte Middle School | Charlotte | NC | 01/2015 | 08/2017 |
| Providence High School | Charlotte | NC | 08/2017 | 07/2021 |
| Leatherman Golf Learning Center | Charlotte | NC | 06/2023 | 08/2023 |
| University Of South Carolina | Columbia | SC | 07/2021 | 05/2025 |
| Equitable Advisors | Charlotte | NC | 06/2024 | 08/2024 |
| Unemployed | Charlotte | NC | 05/2025 | 07/2025 |
| 49 Financial | Charlotte | NC | 07/2025 | Present |
1) 49 Financial through Financial Independence Group; Investment-Related; 1213 W Morehead St Suite 508, Charlotte, NC 28208; Nature of the business: Fixed Insurance Sales; Start Date: 7/21/2025; Number of hours: 40 hours per month during and after securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-22 |
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