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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-05-09 |
Branch Locations
3614 W Southern Hill 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 |
|---|---|---|---|---|
| Waterloo Capital | Rogers | AR | 06/2024 | Present |
| Chipotle | Fayetteville | AR | 06/2018 | 09/2020 |
| Student | Fayetteville | AR | 01/2015 | 05/2024 |
| Grand Targhee Resort | Alta | WY | 12/2017 | 04/2018 |
| Fred'S Pharmacy | Fayetteville | AR | 06/2017 | 10/2017 |
LIGHTHOUSE FINANCIAL ROGERS ARKANSAS DBA FOR ADVISORY BUSINESS PARAPLANNER SINCE 06/2024 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-09 |
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