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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-03 |
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 |
|---|---|---|---|---|
| Usca Securities Llc | Dallas | TX | 08/2014 | 02/2017 |
| Usca Ria Llc | Dallas | TX | 08/2014 | 02/2017 |
| Bb&T Securities | Dallas | TX | 02/2017 | 02/2021 |
| Truist Investment Services, Inc. | Dallas | TX | 02/2021 | 10/2023 |
| Waterloo Capital | Austin | TX | 02/2025 | Present |
| Swh Investments Llc | Dallas | TX | 10/2023 | 02/2025 |
COLORADO RESOURCES OIL & GAS MINERALS PASSIVE INVESTER SINCE 01/2014 55 SEVENTY LLC PRIVATE WINE STORAGE PASSIVE INVESTOR SINCE 06/2023 HSCORE FINANCIAL MARKET APPLICATION PASSIVE INVESTOR SINCE 02/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-10 |
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