Matthew Kelly Logan

Current Employers

Employment History

• 03/2006 → 09/2019
  Summit Brokerage Services Inc
  Greensboro, NC
• 03/2006 → 05/2021
  Summit Financial Group Inc
  Greensboro, NC
• 09/2019 → 10/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2022 → 10/2025
  Tmrw Wealth
  Greensboro, NC
• 06/2023 → 10/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2025 → Present
  Kestra Investment Services, Llc
  Greensboro, NC
• 10/2025 → Present
  Kestra Advisory Services, Llc
  Greensboro, NC

Previous Registrations

• 2023-06-29 → 2025-10-08
  Cetera Investment Advisers Llc
  Greensboro, NC
• 2021-05-20 → 2023-06-29
  Cetera Wealth Services, Llc
  Winston Salem, NC
• 2006-03-14 → 2021-05-20
  Summit Financial Group Inc
  Wilmington, NC
  Greensboro, NC
• 2006-03-08 → 2006-03-20
  Woodbury Financial Services, Inc.
  Greensboro, NC
• 2005-05-05 → 2006-03-03
  Woodbury Financial Services, Inc.
  Greensboro, NC
• 2004-11-03 → 2005-04-13
  A. G. Edwards & Sons, Inc.
  Greensboro, NC

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/08/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: TMRW BUS POSITION: Owner NATURE: I primarily donate time on the bus INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 3824 North Elm St, Ste 101, Greensboro NC 27455, United States DESCRIPTION: The office will coordinate trips with people who won in auction or are renting. The charitable organization auctions off a certificate with a certain number of hours and the organization keeps the auction proceeds. This is our fun way to give back to the community. NAME: TMRW WEALTH DBA FOR MATT LOGAN INC POSITION: I own the corporation NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2010 ADDRESS: 3824 North Elm St, Ste 101, Greensboro NC 27455, United States DESCRIPTION: I manage the business and provide financial planning for clients. NAME: MATT LOGAN PROPERTIES POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 3824 North Elm St, Ste 101, Greensboro NC 27455, United States DESCRIPTION: I maintain accounts and the property. NAME: FIXED INSURANCE POSITION: Insurance agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2005 ADDRESS: 3824 North Elm St, Ste 101, Greensboro NC 27455, United States DESCRIPTION: I assist clients with their fixed insurance needs. NAME: RENTAL HOME POSITION: Landlord NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: 2017 Fernwood Dr, Greensboro NC 27408, United States DESCRIPTION: I hear from my property management company a few times a year. NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/08/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams

• S66 Uniform Combined State Law Examination
  2004-11-02

Designations