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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-04 |
Branch Locations
1250 S Capital Of Texas Hwy Bldg. 3-400, Austin, TX 78746 • United States
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Austin | TX | 01/2012 | 01/2018 |
| Kestra Financial Securities, Inc. | Austin | TX | 01/2018 | 10/2018 |
| Ironclad Strategies Llc | Austin | TX | 10/2018 | 12/2023 |
| Waterloo Capital | Austin | TX | 08/2023 | Present |
Insurance and Consulting solicitor Ironclad Strategies Consulting, LLC; Not Investment related; Austin, TX; Fractional CFO and Business Consulting work; Managing Member; 50% owner; 01/2020; approximately 35 hours/month during trading hours; Fractional CFO and Business Consulting work utilizing independent CPA and bookkeeping providers. Ironclad Strategies, LLC Investment Adviser IAR Since 10/2018 Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-18 |
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