Logan Moulton has been an investment adviser representative at Intelligent Wealth Solutions since May 2024, and is not listed among the firm’s executive officers or direct owners.
Intelligent Wealth Solutions LLC is an Austin, TX firm with $961M under management, 3,156 clients and 6 advisers across 2 offices, as of its September 2026 filing.
Logan Moulton’s longest registration is the current one, 2 years at Waterloo Capital since 2024.
- – present · 2 yearsSandy Springs, GA · Adviser representative · Firm CRD 300403
- Waterloo CapitalAlso current– present · 2 yearsSandy Springs, GA · Adviser representative · Firm CRD 133705
Investment adviser representative registrations
Logan Moulton is registered as an investment adviser representative in Texas, since April 2024.
- TexasSince 28 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 8 August 2019 |
| SIE | Securities Industry Essentials Examination | 2 July 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 April 2019 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Logan Pearce Moulton
- CRD
- 7158483
- Firm
- Intelligent Wealth Solutions · CRD 300403
- Office
- 5555 Glenridge Connector, Suite 200, Sandy Springs, GA 30342
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Logan Moulton work?
Logan Moulton is an investment adviser representative registered through Intelligent Wealth Solutions LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Logan Moulton a financial advisor?
Yes. Logan Moulton has a current investment-adviser registration in Texas, through Intelligent Wealth Solutions since May 2024.
How many years of experience does Logan Moulton have?
Logan Moulton has 2 years in the financial industry, since February 2024, across 2 adviser firms.
What exams has Logan Moulton passed?
Logan Moulton has passed 3 licensing exams: the Series 63, SIE and Series 7TO. The earliest, the Series 63, was passed in April 2019.
Where is Logan Moulton based?
Logan Moulton’s registered office is in Sandy Springs, GA.
Is Logan Moulton registered with FINRA?
No. Logan Moulton has no current broker registration.
How can I verify Logan Moulton’s record?
Search CRD 7158483 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Logan Moulton’s full registration record.
- Gery SadzewiczChief Compliance Officer
- John ChatmasCEO
- Bennett WoodwardMember