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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED | 2022-05-03 |
Branch Locations
Atlanta, GA • United States
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-02-08 |
| TX | RA | APPROVED | 2016-12-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Black Diamond Investment Partners Llc | Atlanta | GA | 11/2010 | 12/2016 |
| Waterloo Capital Management | Austin | TX | 08/2016 | Present |
| Intelligent Wealth Solutions | Austin | TX | 04/2019 | Present |
Waterloo Capital Austin Texas Investment Adviser Investment Adviser Representative Since 08/2016 Investment Related Intelligent Wealth Solutions Austin Texas Investment Adviser Investment Adviser Representative Since 04/2019 Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-01 |
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