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Ryan Jacob Roark

Waterloo Capital

Rogers, AR

Austin, TX

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Current Employers
Waterloo Capital

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

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2026-01-06
  • AR RA
    APPROVED
    Since 2026-01-06

Branch Locations

3614 W. Southern Hills Blvd Suite 102, Rogers, AR 72758 • 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
OrganizationCityStateFromTo
Waterloo Capital Rogers AR 06/2023 Present
School Oxford MS 01/2014 05/2023
Harrison Energy Partners Springdale AR 05/2019 08/2019
Encore Bank Fayetteville AR 06/2022 08/2022
Tyson Foods Springdale AR 12/2022 05/2023
Chili'S Fayetteville AR 06/2021 08/2021
  • 06/2023 → Present
    Waterloo Capital
    Rogers, AR
  • 01/2014 → 05/2023
    School
    Oxford, MS
  • 05/2019 → 08/2019
    Harrison Energy Partners
    Springdale, AR
  • 06/2022 → 08/2022
    Encore Bank
    Fayetteville, AR
  • 12/2022 → 05/2023
    Tyson Foods
    Springdale, AR
  • 06/2021 → 08/2021
    Chili'S
    Fayetteville, AR
Other Businesses

INSURANCE LICENSED LIFE AND HEALTH LIGHTHOUSE FINANCIAL ROGERS AR PARAPLANNER DBA FOR WATERLOO CAPITAL BUSINESS INVESTMENT RELATED SINCE 06/2023

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-18
  • S65 Uniform Investment Adviser Law Examination
    2024-05-18

View on SEC IAPD

Other Firms

SOWELL MANAGEMENT
BANKERS LIFE ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
GUARDIAN FINANCIAL, INC.
THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

KIMBERLY DAWN SMITH
Sabrina Phillips Freeman
Garret Benson
BART PATRICK ALLARD
TONYA GAY FULCHER
TONY JEROME HANSMANN
MARK WESLEY CHAMBERS
Trey Alan Taylor

Other Offices

SOWELL MANAGEMENT · Rogers, AR
BANKERS LIFE ADVISORY SERVICES, INC. · Bentonville, AR
CETERA INVESTMENT ADVISERS LLC · ROGERS, AR
GUARDIAN FINANCIAL, INC. · BENTONVILLE, AR
THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC · BENTONVILLE, AR
LPL FINANCIAL LLC · ROGERS, AR
PRIVATE ADVISOR GROUP, LLC · ROGERS, AR
STATE FARM INVESTMENT MANAGEMENT CORP. · ROGERS, AR

More in Rogers, AR

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