Logan Pearce Moulton

Current Employers

Employment History

• 08/2015 → 05/2019
  Ohio State University
  Columbus, OH
• 05/2018 → 07/2018
  Mapre Assistance
  London
• 05/2017 → 08/2017
  Lasalle Cleaners
  Columbus, OH
• 08/2016 → 05/2017
  Blackwell Hotel
  Columbus, OH
• 04/2013 → 08/2017
  Stone Oak Cc
  Holland, OH
• 07/2019 → 07/2019
  Axa Advisors, Llc
  New York, NY
• 01/2018 → 05/2019
  Ohio State University
  Columbus, OH
• 07/2019 → 07/2019
  49 Financial
  Austin, TX
• 10/2019 → Present
  Intelligent Wealth Solutions Llc
  Austin, TX
• 10/2019 → Present
  Waterloo Capital, L.P.
  Austin, TX

Other Businesses

Waterloo Capital, L.P. | Investment-Related | 2700 Via Fortuna #100, Austin, TX 78746 |Waterloo Capital, L.P. ("WCAP") is a registered investment adviser affiliated with Intelligent Wealth Solutions LLC ("IWS"). | Position: Investment Adviser Representative | Title: Portfolio Manager | Start Date: 10/2019 | Approximately 10 hours per week devoted to WCAP, all of which are during securities trading hours. | Mr. Moulton manages customized investment portfolios of certain WCAP clients that do not utilize the model portfolios offered by sub-advisory agreement with IWS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-04-17

Designations

Other Names

• Logan Moulton