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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-04 |
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 Management | Austin | TX | 01/2013 | Present |
HIGHLAND MONTESSORI SCHOOL SINCE 08/2018 PRESCHOOL FOR CHILDREN 2 THROUGH 6. SCHOOL IS A NON-PROFIT CORPORATION, 501(C)(3) STATUS APPROVED IN JULY 2014 TREASURER FOR THE BOARD OF DIRECTORS 2 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-04 |
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