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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-17 |
Branch Locations
2801 Via Fortuna Suite 250, 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Austin | TX | 02/2013 | 04/2018 |
| Waterloo Capital Management | Austin | TX | 04/2018 | Present |
All Saints Episcopal Church Endowment Church Endowment Fund Treasurer of the Endowment Fund Since 01/2023 Not investment related Partner and Advisor with MAM Group LLC dba AMG Wealth Advisors; manages client assets.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-15 |
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