Inactive

Anjali Sameer Mehta

Waterloo Capital

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Current Employers

Waterloo Capital

2801 Via Fortuna Suite 250, Austin, TX 78746 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-27

TX RA
APPROVED

Since 2026-07-27

Branch Locations

1221 S Mopac Expy Suite 240, Austin, TX 78746 • United States

2801 Via Fortuna Suite 250, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Waterloo Capital	Austin	TX	06/2026	Present
University Of Colorado At Boulder	Boulder	CO	05/2025	05/2026
Badami Office Of Experiential Learning	Boulder	CO	02/2026	03/2026
Merit Financial Advisors	Denver	CO	06/2025	08/2025
University Of Colorado	Boulder	CO	08/2022	05/2026
Student	San Antonio	TX	06/2016	05/2022

06/2026 → Present

Waterloo Capital

Austin, TX
05/2025 → 05/2026

University Of Colorado At Boulder

Boulder, CO
02/2026 → 03/2026

Badami Office Of Experiential Learning

Boulder, CO
06/2025 → 08/2025

Merit Financial Advisors

Denver , CO
08/2022 → 05/2026

University Of Colorado

Boulder, CO
06/2016 → 05/2022

Student

San Antonio, TX

Other Businesses

AMG WEALTH ADVISORS AUSTIN, TX CLIENT SERVICE ASSOCIATE DBA FOR ADVISORY BUSINESS SINCE 06/2026 INVESTMENT RELATED

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-07-27

S65 Uniform Investment Adviser Law Examination

2026-07-27

Other Names

Anjali Mehta

View on SEC IAPD

More in Austin, TX

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