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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-25 |
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 |
|---|---|---|---|---|
| Cvs Health Corporation | Woonsocket | RI | 01/2019 | 12/2022 |
| Cvs Health Corporation | Woonsocket | RI | 09/2014 | 01/2019 |
| Waterloo Capital | Austin | TX | 04/2023 | Present |
| Commonwealth Financial Network | Woonsocket | RI | 06/2022 | 04/2023 |
AMG Wealth Advisors dba for Waterloo Capital Investment Advisor Representative Since 04/2023 Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-20 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-15 |
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