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

Jun 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Jun 9, 2005

First registration

Jun 10, 2005

Dual registered

no

Other names

JAY G GEHRKE

IAPD individual key

4948365

• Occurred

  May 13, 2026
  Advisor changed firm

  Jay Gregory Gehrke left Avellie Wealth Management Llc for Waterloo Capital (registered 2026-04-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a5a50e01-b52e-67e8-0451-2e01c6fd3c7d

First observed

Jun 10, 2005

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.