Best Investors
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Best Investors
Account
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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-01 |
Branch Locations
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-18 |
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 | Austin | TX | 01/2025 | Present |
| 16Vc | Austin | TX | 08/2024 | 10/2024 |
| Caddiemaster | Driftwood | TX | 09/2023 | 10/2024 |
| Lululemon | Boulder | CO | 05/2023 | 08/2023 |
| Northwestern Mutual | Denver | CO | 06/2022 | 09/2022 |
| Snag | Boulder | CO | 11/2021 | 01/2022 |
| Cava | Boulder | CO | 03/2021 | 06/2021 |
| The University Of Colorado, Boulder | Boulder | CO | 08/2019 | 05/2023 |
| Mercersburg Academy | Mercersburg | PA | 05/2015 | 05/2019 |
| Intelligent Wealth Solutions Llc | Austin | TX | 06/2025 | Present |
WATERLOO CAPITAL INVESTMENT ADVISER INVESTMENT ANALYST SINCE 01/2025 INVESTMENT RELATED INTELLIGENT WEALTH SOLUTIONS LLC INVESTMENT ADVISER INVESTMENT ANALYST SINCE 06/2025 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
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