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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
College Station, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Element Retirement & Investment Consultants, L.L.C. | College Station | TX | 09/2011 | 04/2025 |
| Waterloo Capital | Austin | TX | 01/2025 | Present |
CORPS OF CADETS ASSOCIATION MEMBER, BOARD OF DIRECTORS SINCE 01/2023 NOT INVESTMENT RELATED TEXAS A&M ASSOCIATION OF FORMER STUDENTS CLASS AGENT AND REPRESENTATIVE AT LARGE SINCE 03/2023 NOT INVESTMENT RELATED GREATER BRAZOS PARTNERSHIP COMMITTEE CHAIR FOR INVEST GREATER BRAZOS SINCE 04/2024 NOT INVESTMENT RELATED BRYAN/COLLEGE STATION CHAMBER OF COMMERCE COMMITTEE MEMBER SINCE 01/1994 NOT INVESTMENT RELATED A&M UNITED METHODIST CHURCH COMMITTEE MEMBER SINCE 01/2001 NOT INVESTMENT RELATED COLLEGE STATION ISD DISTRICT EDUCATION IMPROVEMENT COMMITTEE MEMBER SINCE 08/2022 NOT INVESTMENT RELATED STATE BAR OF TEXAS GRIEVANCE COMMITTEE MEMBER SINCE 09/2022 NOT INVESTMENT RELATED STEVE COOKE SCOTTICH RITE CLUB TREASURER SINCE 01/2015 NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-22 |
| S66 | Uniform Combined State Law Examination | 2001-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-04 |
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