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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 10/2009 | 05/2017 |
| Bank Of America, N.A. | Austin | TX | 12/2009 | 05/2017 |
| Raymond James & Associate, Inc | Austin | TX | 05/2017 | 05/2020 |
| Waterloo Capital Management | Austin | TX | 05/2020 | Present |
Enterprises International Address: Austin, TX Nature of the Business: Business Owner Position/Title: Proprietor/Owner Investment Related:No Start Date: 08/06/2012 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 0 Description of duties: Spanish translation. MABACARE PRESIDENT SOCIAL IMPACT PLATFORM SINCE 06/2020 2HRS PER WEEK NOT INVESTMENT RELATED ABUNDANT LIFE FOUNDATION BOARD MEMBER NON-PROFIT - SERVICE IN HONDURAS SINCE 08/2017 NOT INVESTMENT RELATED INSURANCE LICENSED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-18 |
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