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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-09 |
Branch Locations
916 S Capital Of Texas Highway Suite 2.100, 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 |
|---|---|---|---|---|
| Builders Firstsource | Austin | TX | 07/2021 | 07/2024 |
| Monreal Framing Company | Austin | TX | 05/2020 | 08/2020 |
| Austin Stone Community Church | Austin | TX | 05/2019 | 08/2020 |
| University Of Texas At Austin | Austin | TX | 01/2019 | 05/2021 |
| Georgia Institute Of Technology | Atlanta | GA | 08/2017 | 12/2018 |
| Westlake High School | Austin | TX | 08/2013 | 05/2017 |
| 49 Financial | Austin | TX | 07/2024 | Present |
1. fixed insurance agent / investment related / 40 hours per month / same address as above 2. Austin Stone Community Church / Investment related; no / 104 E Highland Mall Blvd Suite 115, Austin, TX 78752 / Nature: Deacon for the church / duties: Hosting college students for community group, helping guide strategic direction of our college ministry, and meet with college students in discipleship relationships. Start date: 11/11/2023 / hours per month during market trading hours: 0 / hours per month outside market trading hours: 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-30 |
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