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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-11-10 |
Branch Locations
3614 W. Southern Hills Blvd. Suite 102, Rogers, AR 72758 • United States
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 |
|---|---|---|---|---|
| Lighthouse Financial | Rogers | AR | 09/2021 | Present |
| Walmart Stores, Inc | Bentonville | AR | 01/1989 | 08/2021 |
| Equitable Advisors, Llc | New York | NY | 03/2022 | 11/2023 |
| Waterloo Capital | Austin | TX | 11/2023 | Present |
1. SCHULTHEIS CONSULTING LLC; RENTAL FOOD TRAILER CONSULTING FOR SMALL BUSUINESS AND RETAIL SUPPLIERS; LESS THAN ONE HOUR PER MONTH; FLAT FEE. 2. LIGHTHOUSE FINANCIAL; 3614 W. SOUTHERN HILLS BLVD, STE. 102, ROGERS, AR 72758; OFFICE MANAGER; START DATE 9/27/2021; APPROXIMATELY 20 HOURS PER MONTH. 3 INSURANCE LICENSED - LIFE AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-25 |
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