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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-29 |
Branch Locations
1221 S. Mopac Expwy Suite 240, Austin, TX 78746 • United States
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 |
|---|---|---|---|---|
| Student | Austin | TX | 02/2014 | 05/2019 |
| Laity Lodge Youth Camp | Leakey | TX | 05/2019 | 09/2019 |
| Beetnik Foods | Austin | TX | 09/2019 | 04/2020 |
| Unemployed | Austin | TX | 04/2020 | 07/2020 |
| Amazon Logistics | Dallas | TX | 07/2020 | 06/2021 |
| Waterloo Capital | Austin | TX | 11/2023 | Present |
| Blue Print Store | Dallas | TX | 06/2021 | 10/2023 |
| The Monument Group | Austin | TX | 11/2022 | 11/2023 |
BLUE SKY DAY INVESTMENTS DBA AUSTIN CLEAR POOL CO-OWNER POOL CLEANING COMPANY SINCE 10/2023 NOT INVESTMENT RELATED PSALM 89:1 MINISTRIES WOMEN'S MINISTRY BOARD MEMBER SINCE 11/2022 NOT INVESTMENT RELATED AMG WEALTH ADVISORS AUSTIN, TX DBA FOR ADVISORY SERVICES SINCE 11/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-29 |
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