JT
John Thomas Chatmas
CRD 2208046
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Waterloo Capital, L.P. | Registered representative | 07/20/2026 |
| Intelligent Wealth Solutions Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Intelligent Wealth Solutions Llc
Ceo · Less than 5% · Dec 2024
-
Intelligent Wealth Solutions Llc
Member · 75% or more · Dec 2024
-
Waterloo Capital, L.P.
Sole Member · 75% or more · Nov 2024
-
Waterloo Capital, L.P.
Ceo · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗