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Waterloo Capital CRD 133705
$2.26B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
Branch Locations
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
3614 W Southern Hills Blvd. Suite 102, Rogers, AR 72758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Fayetteville | AR | 08/2015 | 05/2017 |
| Arvest Wealth Management | Lowell | AR | 05/2017 | 07/2017 |
| Arvest Wealth Management | Lowell | AR | 07/2017 | 04/2022 |
| Arvest Wealth Management | Rogers | AR | 04/2022 | 06/2023 |
| Equitable Advisors, Llc | New York | NY | 06/2023 | 11/2023 |
| Waterloo Capital | Austin | TX | 11/2023 | Present |
INSURANCE LICENSED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-07 |
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