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Montgomery Phair Fortenbaugh

Waterloo Capital

Austin, TX

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Current Employers
Waterloo Capital

2801 Via Fortuna Suite 250, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-24
  • TX RA
    APPROVED
    Since 2023-07-24

Branch Locations

2801 Via Fortuna Suite 250, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waterloo Capital Austin TX 05/2023 Present
Portage Partners New York NY 09/2021 05/2023
Apogem Capital Richmond VA 08/2019 07/2021
University Of Richmond Richmond VA 08/2016 06/2019
  • 05/2023 → Present
    Waterloo Capital
    Austin, TX
  • 09/2021 → 05/2023
    Portage Partners
    New York, NY
  • 08/2019 → 07/2021
    Apogem Capital
    Richmond, VA
  • 08/2016 → 06/2019
    University Of Richmond
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-21
  • S65 Uniform Investment Adviser Law Examination
    2023-07-21

View on SEC IAPD

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