Best Investors
Account
Sign in
Best Investors
Account
Sign in
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-15 |
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 | 2011-02-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Waterloo Capital | Austin | TX | 01/2011 | Present |
| Intelligent Wealth Solutions | Austin | TX | 04/2019 | Present |
WATERLOO CAPITAL AUSTIN, TX INVESTMENT ADVISER PRESIDENT AND CEO SINCE 01/2011 INVESTMENT RELATERD WATERLOO CAPITAL AUSTIN, TX INVESTMENT ADVISER PRESIDENT SINCE 04/2019 INVESTMENT RELATERD INSURANCE LICENSED - PROVIDE INSURANCE FOR ESTATE TAX NEEDS WHEN NECESSARY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-14 |
Reach out to this advisor