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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-02 |
Branch Locations
2425 Cedar Springs Rd, Dallas, TX 75201 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Incorporated | Dallas | TX | 07/2014 | 07/2020 |
| Titleist Asset Management, Ltd. | San Antonio | TX | 07/2020 | 02/2023 |
| Waterloo Capital | Austin | TX | 02/2023 | Present |
SELF MADE TRAINING FACILITY ADVISORY BOARD, NOT INVESTMENT RELATED, 1925 E. LEVEE ST. DALLAS, TX 75207, GYM,LIMITED PARTNER AND A CORE MEMBER OF THE ADVISORY BOARD, START DATE 01/05/2020, 10 TOTAL HOURS SPENT PER MONTH, 0 HOURS DURING TRADING HOURS, SERVES ON THE BOARD FOR THE FINANCIAL WELLNESS OF THE BUSINESS. COOPER LUCKY CONSULITNG BUSINESS COACHING BUSINESS CONSULTANT SINCE 01/2022 NOT INVESTMENT RELATED. ORO RESERVE SHORT TERM EXOTIC CAR RENTALS GENERAL PARTNER SINCE 05/2022 NOT INVESTMENT RELATED ELITE PRODUCERS GROUP LIFE INSURANCE SALES AND MANAGEMENT INDEPENDENT INSURANCE AGENT SINCE 05/2021 NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-09 |
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