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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
Branch Locations
3614 W Southern Hills Blvd. Suite 102, Rogers, AR 72758 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2011 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2011 | 11/2023 |
| Waterloo Capital | Austin | TX | 11/2023 | Present |
| Lighthouse Financial | Rogers | AR | 12/2023 | Present |
| The Leaders Group Inc | Littleton | CO | 12/2023 | Present |
1.) 4W CONSULTING - 5/1/2023 - 3614 W Southern Hills Blvd, Suite 102, Rogers, AR 72758 - Owner, Financial Advisor, Invt Rel, S Corp for financial planning revenue, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) LIGHTHOUSE FINANCIAL - 12/1/2023 - 3614 W Southern Hills Blvd, Suite 102, Rogers, AR 72758 - Financial Advisor, Sales, Invt Rel, Financial services, 40 hrs/mo; 40 hrs/mo (during trading hours). 3.) WATERLOO CAPITAL - 11/10/2023 - 2700 Via Fortuna, Suite 100, Austin, TX 78746 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours). 4.) Insuance Licensed. 5.) THE LEADERS GROUP Broker Dealer Registered Representative Since 12/2023 Investment Related 6) 4W Farms Farming/recreational land development Owner/partner since 05/2026 not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-08 |
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