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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-11 |
Branch Locations
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 |
|---|---|---|---|---|
| 49 Financial | Austin | TX | 06/2024 | Present |
| Student | Ledgewood | NJ | 08/2013 | 08/2020 |
| Clemson University | Clemson | SC | 08/2020 | 05/2024 |
| Zoetis Inc. | Parsippany | NJ | 06/2023 | 08/2023 |
| Zoetis Inc. | Parsippany | NJ | 05/2022 | 08/2022 |
| Baltusrol Golf Club | Springfield | NJ | 05/2021 | 08/2021 |
| Mygridirongear | Newport | DE | 05/2020 | 09/2020 |
| Delizia Pizza Kitche | Ledgewood | NJ | 08/2019 | 01/2020 |
1) ffxed insurance agent / investment related / 40 hours per month / same address as above 2) 25 Giving; Contractor; Non-Investment Related; 3711 S Mopac Expy, Ste. 150, Austin, TX 78746; since 2/19/2025; Refer nonprofits to 25 Giving so they can help develop charitable plans for donors of nonprofits; 2 hours per month during and after business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-01 |
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