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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-06 |
Branch Locations
College Station, TX • United States
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Element Retirement & Investment Consultants, L.L.C. | College Station | TX | 09/2016 | 04/2025 |
| Waterloo Capital | Austin | TX | 01/2025 | Present |
ROTARY CLUB OF AGGIELAND CLUB TREASURER AND SECRETARY SINCE 07/2018 NOT INVESTMENT RELATED ROTARY DISTRICT 5910 DISTRICT CONFERENCE PLANNING COMMITTEE CHAIRMAN SINCE 01/2024 NOT INVESTMENT RELATED INSURANCE LICENSED LIFE AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-22 |
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