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Patrick Joseph Logue

Prudent Financial Planning

Naples, FL

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Current Employers
Prudent Financial Planning

4500 Executive Dr. Ste. 110-4, Naples, FL 34119 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-13
CA RA APPROVED 2025-01-22
FL RA APPROVED 2025-01-22
TX RA APPROVED 2022-08-31
IL RA APPROVED 2022-07-29
OH RA APPROVED 2022-06-15
  • NC RA
    APPROVED
    Since 2025-10-13
  • CA RA
    APPROVED
    Since 2025-01-22
  • FL RA
    APPROVED
    Since 2025-01-22
  • TX RA
    APPROVED
    Since 2022-08-31
  • IL RA
    APPROVED
    Since 2022-07-29
  • OH RA
    APPROVED
    Since 2022-06-15

Branch Locations

4500 Executive Dr. Ste. 110-4, Naples, FL 34119 • 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
Ave Maria University Ave Maria FL 08/2013 12/2016
Unemployed Unemployed FL 12/2016 08/2017
Prudent Financial Planning Ave Maria FL 08/2017 Present
  • 08/2013 → 12/2016
    Ave Maria University
    Ave Maria, FL
  • 12/2016 → 08/2017
    Unemployed
    Unemployed, FL
  • 08/2017 → Present
    Prudent Financial Planning
    Ave Maria, FL
Designations
Other Names
  • Patrick J Logue
  • Pat Logue

View on SEC IAPD

Other Firms

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J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

More in Naples, FL

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