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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-20 |
Branch Locations
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-15 |
Branch Locations
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 | Austin | TX | 10/2025 | Present |
| Siemens | Sacramento | CA | 05/2024 | 08/2024 |
| Medvet | Columbus | OH | 06/2023 | 08/2023 |
| Sherman Williams | Cleveland | OH | 06/2022 | 08/2022 |
| Student | Columbus | OH | 01/2015 | 08/2025 |
| Intelligent Wealth Solutions Llc | Austin | TX | 10/2025 | Present |
Waterloo Capital Austin TX Investment Adviser Junior Investment Analyst Since 10/2025 Investment Related Intelligent Wealth Solutions Austin TX Investment Adviser Junior Investment Analyst Since 10/2025 Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-14 |
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