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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-01-21
CA RA APPROVED 2025-03-06
DC RA APPROVED 2025-03-06
FL RA APPROVED 2025-03-06
IN RA APPROVED 2025-03-06
NV RA APPROVED 2025-03-06
NJ RA APPROVED 2025-03-06
NY RA APPROVED 2025-03-06
OH RA APPROVED 2025-03-06
WA RA APPROVED 2025-03-06
  • TN RA
    APPROVED
    Since 2026-01-21
  • CA RA
    APPROVED
    Since 2025-03-06
  • DC RA
    APPROVED
    Since 2025-03-06
  • FL RA
    APPROVED
    Since 2025-03-06
  • IN RA
    APPROVED
    Since 2025-03-06
  • NV RA
    APPROVED
    Since 2025-03-06
  • NJ RA
    APPROVED
    Since 2025-03-06
  • NY RA
    APPROVED
    Since 2025-03-06
  • OH RA
    APPROVED
    Since 2025-03-06
  • WA RA
    APPROVED
    Since 2025-03-06

Branch Locations

2550 Meridian Blvd Ste 200 Rm 242, Franklin, TN 37067 • United States

200 Sheffield St Ste 310, Mountainside, NJ 07092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Invest Financial Corporation Tampa FL 02/2009 11/2017
The Investment Center Inc Mountainside NJ 11/2017 Present
Ic Advisory Services Inc Mountainside NJ 11/2017 Present
Lpl Financial Llc Mountainside NJ 03/2025 Present
Lpl Financial Llc Mountainside NJ 03/2025 Present
  • 02/2009 → 11/2017
    Invest Financial Corporation
    Tampa, FL
  • 11/2017 → Present
    The Investment Center Inc
    Mountainside, NJ
  • 11/2017 → Present
    Ic Advisory Services Inc
    Mountainside, NJ
  • 03/2025 → Present
    Mountainside, NJ
  • 03/2025 → Present
    Mountainside, NJ
Previous Registrations
  • 2017-11-27 → 2025-03-06
    Ic Advisory Services, Inc.
    Mountainside, NJ
    Bedminster, NJ
  • 2009-02-17 → 2017-12-06
    Invest Financial Corporation
    Mountainside, NJ
    Amherst, NY
  • 2004-05-25 → 2009-02-19
    Osaic Fa, Inc.
    Iselin, NJ
    Edison, NJ
Other Businesses

1. FIXED INSURANCE SALES. AGENT. SALE OF LIFE INSURANCE, LONG-TERM CARE & DISABILITY. DEVOTE 1 TO 20%. ANNUAL INCOME 1 TO 20%. ESTABLISHED 04/2012. 2. CLEAR FOCUS, LLC. DBA FOR SECURITIES BUSINESS.DEVOTE >60%. ANNUAL INCOME > 60%. OWN 41 TO 60% STOCK. 3. CLEAR FOCUS LLC CONSULTING. OWNER/SHAREHOLDER. CONSULTING FOR BUSINESSES AND INDIVIDUALS IN A NON-SECURITIES NATURE. DEVOTE 1 TO 20%. ANNUAL INCOME 1 TO 20%. OWN 41 TO 60% STOCK. ESTABLISHED 2016. 4. HOLDING COMPANY FOR CLEAR FOCUS TO BE ABLE TO PAY ALL BUSINESS EXPENSES INCLUDING RENT, SALARIES, AND ALL OTHER OPERATING OVERHEAD EXPENSES.OWNER, SHAREHOLDER. DEVOTE 1 TO 20%, INCOME 1 TO 20%. OWN 21 TO 40% STOCK. ESTABLISHED 07/28/2020.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-05-20
S63 Uniform Securities Agent State Law Examination 2001-01-25
  • S65 Uniform Investment Adviser Law Examination
    2004-05-20
  • S63 Uniform Securities Agent State Law Examination
    2001-01-25
Designations
Other Names
  • Bill Logue
  • William Joseph Logue

View on SEC IAPD

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