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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-03 |
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 |
|---|---|---|---|---|
| Equistar Wealth Management | Austin | TX | 04/2013 | 09/2022 |
| Waterloo Capital | Austin | TX | 10/2022 | Present |
EBERLY WEALTH MANAGEMENT, LLC DBA FOR ADVISORY BUSINESS HOSPICE AUSTIN FUND INVESTMENT COMMITTEE OVERSEE FUND MANAGEMENT SINCE 2015 INVESTMENT RELATED AUSTIN COMMITTEE FOUNDATION INVESTMENT COMMITTEE MEMBER OVERSEE THE FOUNDATION MANAGMENT SINCE 2015 INVESTMENT RELATED PLANNED PARENTHOOD GREATER TEXAS INVESTMENT COMMITTEE MEMEBER OVERSEE THE ENDOWMENT MANAGEMENT SINCE 2022 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-20 |
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