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Blue Waters Advisory Group, LLC CRD 158536
$97.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1301 S. Capital Of Texas Hwy Suite B-125, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-15 |
| OH | RA | APPROVED | 2020-05-08 |
Branch Locations
1301 S. Capital Of Texas Hwy Suite B-125, Austin, TX 78746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Waters Advisory Group, Llc | Austin | TX | 03/2012 | Present |
I AM APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING VIA THIS DBA NON-INVESTEMENT RELATED PRODUCTS; LIFE, HEALTH DISABILITY, AND NON-REGISTERED GROUP ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-04 |
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