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Sarah Mckenzie Neeley

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. Souther 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
Harry'S Newton NY 03/2023 01/2024
Waterloo Capital Austin TX 12/2023 Present
Walmart Bentonville AR 11/2021 03/2023
Amazon Seattle WA 06/2020 10/2021
Student Fayettville AR 01/2014 05/2020
  • 03/2023 → 01/2024
    Harry'S
    Newton, NY
  • 12/2023 → Present
    Waterloo Capital
    Austin, TX
  • 11/2021 → 03/2023
    Walmart
    Bentonville, AR
  • 06/2020 → 10/2021
    Amazon
    Seattle, WA
  • 01/2014 → 05/2020
    Student
    Fayettville, AR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-27
  • S65 Uniform Investment Adviser Law Examination
    2024-01-27

View on SEC IAPD

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