Investment adviser representative · Waterloo Capital
Will P. Gibson
CRD 7149600 · Austin, TX
At a glance
Will P. Gibson is an investment adviser representative with Waterloo Capital in Austin, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Will’s SEC record dates to 2019, about 7 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firms
- Waterloo CapitalSince September 2026Austin, TX · $2.3B in regulatory assets
- Bay Rivers Group Wealth PartnersSince September 2024Williamsburg, VA · $326M in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Will’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.