Edwy G. Hatch

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CRD#: 1721466

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edwy Grattan Hatch III, who also goes by Edway Grattan Graham, Eddie Hatch III, Edwy Graham Hatch III, Edwy Grattan Hatch, was a registered financial professional .

Edwy is a previously registered financial professional and started their career in finance in 1987. Edwy had worked at 8 firms and has passed the Series 65, Series 66, Series 63, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Edway Grattan Graham | Eddie Hatch Iii | Edwy Graham Hatch Iii | Edwy Grattan Hatch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The Name of the other business: E G Hatch Real Estate Investment Related?: Yes Address of other business: PO Box 3708, Topsail Beach, NC 28445 Nature of other business: Real Estate firm Your position: Owner Start Date: 01/2017 How many hours you devote to the other business per month: 2 How many hours you devote to the other business during securities trading hours: 2 Briefly describe your duties: Purchasing and selling real estate properties. The Name of the other business: Banks Channel Financial Investment Related?: Yes Address of other business: PO Box 3708, Topsail Beach, NC 28445 Nature of other business: Insurance Sales Your position: President Start Date: 09/2019 How many hours you devote to the other business per month: 40 How many hours you devote to the other business during securities trading hours: 20 Briefly describe your duties: indexed annuity sales and life insurance

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 12, 2021 - December 31, 2023

IAMS WEALTH MANAGEMENT, LLC

RIA

CRD#: 286085

Topsail Beach, NC

Past

June 3, 2019 - October 8, 2021

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

TOPSAIL BEACH, NC

Past

February 19, 2019 - June 12, 2019

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Topsail Beach, NC

Past

September 6, 2017 - February 5, 2019

PROSPERITY CAPITAL GROUP, INC.

RIA

CRD#: 149414

TOPSAIL BEACH, NC

Past

June 2, 2017 - August 17, 2017

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Topsail Beach, NC

Past

April 28, 2008 - September 24, 2010

CANTELLA & CO., INC.

RIA

CRD#: 13905

TOPSAIL BEACH, NC

Past

April 28, 2008 - September 24, 2010

CANTELLA & CO., INC.

CRD#: 13905

TOPSAIL BEACH, NC

Past

January 8, 2007 - April 1, 2008

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

HAMPSTEAD, NC

Past

January 8, 2007 - April 1, 2008

USA FINANCIAL SECURITIES LLC

CRD#: 103857

HAMPSTEAD, NC

Past

June 22, 2005 - January 10, 2007

CANTELLA & CO., INC.

RIA

CRD#: 13905

MOUNT AIRY, NC

Past

June 21, 2005 - January 10, 2007

CANTELLA & CO., INC.

CRD#: 13905

MOUNT AIRY, NC

Past

December 31, 2001 - June 22, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

MOUNT AIRY, NC

Past

October 31, 2000 - June 22, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

September 24, 1987 - November 24, 2000

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA

Registered Investment Advisory firm - (1/9/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/9/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/9/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/30/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/19/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 9/30/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/17/2001

General Securities Principal Examination

Current Firm

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA

Registered Investment Advisory firm - (1/9/2017 Approved)

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Contact information

Main Address

18881 West Dodge Road Suite 180e, Omaha, NE 68022

Mailing Address

Phone number

(888) 255-7670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IAMS WEALTH MANAGEMENT, LLC FORM ADV PART 2A BROCHURE (10/6/2025)

Regulatory assets under management

Total Number of Accounts	2,104
AUM (Assets Under Management)	$ 343,012,390

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Edwy G. Hatch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VIRTUE CAPITAL MANAGEMENT, LLC

HORTER INVESTMENT MANAGEMENT, LLC

PROSPERITY CAPITAL GROUP, INC.

HORTER INVESTMENT MANAGEMENT, LLC

CANTELLA & CO., INC.

CANTELLA & CO., INC.

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

CANTELLA & CO., INC.

CANTELLA & CO., INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

EDWARD JONES

Primary Firm SEC Registration

IAMS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/9/2017

Series 66

Date: 7/9/2001

Series 63

Date: 10/30/1987

Series 7

Date: 9/19/1987

Series 51

Date: 9/30/2003

Series 24

Date: 2/17/2001

Current Firm

IAMS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IAMS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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