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49 Financial CRD 319484
$1.40B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-12 |
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 | 05/2024 | Present |
| Baylor University Student Athlete Center For Excellence | Waco | TX | 09/2021 | 05/2024 |
| Baylor University | Waco | TX | 08/2020 | 05/2024 |
| Unemployed | Amarillo | TX | 08/2014 | 08/2020 |
fixed insurance agent / investment related / 40 hours per month / same address as above
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-12 |
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