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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-14 |
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 | 2022-11-14 |
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 |
|---|---|---|---|---|
| Pacific Investment Management Company Llc | Austin | TX | 07/2020 | 06/2022 |
| Waterloo Capital | Austin | TX | 06/2022 | Present |
| Aspiriant Llc | Austin | TX | 06/2019 | 07/2020 |
| Goodwater Wealth Management Of Raymond James | Georgetown | TX | 05/2018 | 12/2018 |
| Horizon Bank | Austin | TX | 02/2018 | 05/2018 |
| Southwestern University | Georgetown | TX | 06/2015 | 06/2019 |
| Intelligent Wealth Solutions | Austin | TX | 06/2022 | Present |
WATERLOO CAPITAL INVESTMENT ADVISER PORTFOLIO MANAGER SINCE 06/2022 INVESTMENT RELATED INTELLIGENT WEALTH SOLUTIONS INVESTMENT ADVISER PORTFOLIO MANAGER SINCE 06/2022 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-03 |
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