Joshua Thomas Teeters
Investment adviser representative at Waterloo Capital
13 yearsExperience
1 stateRegistered in
$2.3BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Waterloo CapitalApr 2024 to now
- Crowdstreet AdvisorsFeb 2023 to Apr 2024
- Patrick Capital MarketsMay 2022 to Feb 2023
- UnemployedJan 2022 to May 2022
- Parsonex Capital Markets, LLCJul 2020 to Jan 2022
- UnemployedMar 2020 to Jul 2020
- Sc Distributors, LLCJun 2019 to Mar 2020
- Ascendant Alternative Strategies LLCMar 2017 to Jun 2019
- Axiom Capital Management Inc.May 2013 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Waterloo Capital
Legal name: Waterloo Capital, L.P.
$2.3BAssets managed
2,797Clients
47Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5163536
- Firm CRD
- 133705