This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WATERLOO CAPITAL

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 19, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jul 19, 2008

First registration

Jul 17, 2009

Dual registered

no

Other names

STUART CANZERI

IAPD individual key

5550901

• Occurred

  Aug 25, 2026
  Advisor changed firm

  Stuart Sommerville Canzeri left Resurgent Advisors for Waterloo Capital (registered 2026-08-31)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fc439455-0299-9327-e2a8-42368bf66b3d

First observed

Jul 17, 2009

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.