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Joshua Michael Loggins

Banker Investment Group

West Lafayette, IN

CRD 5274836

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Employer firm

Banker Investment Group CRD 109650

$260M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Banker Investment Group

1241 Cumberland Avenue Suite B, West Lafayette, IN 47906 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2016-11-29
  • IN RA
    APPROVED
    Since 2016-11-29

Branch Locations

1241 Cumberland Avenue Suite B, West Lafayette, IN 47906 • 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
Pruco Securities Llc Lafayette IN 01/2007 11/2016
The Prudential Insurance Company Of America Lafayette IN 01/2007 11/2016
Banker Investment Group Inc. West Lafayette IN 11/2016 Present
  • 01/2007 → 11/2016
    Lafayette, IN
  • 01/2007 → 11/2016
    The Prudential Insurance Company Of America
    Lafayette, IN
  • 11/2016 → Present
    Banker Investment Group Inc.
    West Lafayette, IN
Previous Registrations
Other Businesses

(1) ON DECK INC. // NOT INVESTMENT RELATED // 6400 S. 900 E. LAFAYETTE, IN 47905 // NATURE OF BUSINESS: BASEBALL INSTRUCTION // POSITION: OWNER // START: 2002 // HOURS/MONTH: 4 // HOURS PER MONTH DURING TRADING HOURS: 8 // DUTIES: OWNER. (2) LOGGINS FINANCIAL SERVICES // NOT INVESTMENT RELATED // 1241 CUMBERLAND AVE., SUITE B, WEST LAFAYETTE, IN 47906 // NATURE OF BUSINESS: INSURANCE // POSITION: BROKER FOR INSURANCE // START: 11/2007 // HOURS/MONTH: 15 // HOURS PER MONTH DURING TRADING HOURS: 5 // DUTIES: SELL LIFE, DISABILITY AND HEALTH INSURANCE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-07
S63 Uniform Securities Agent State Law Examination 2007-05-15
  • S65 Uniform Investment Adviser Law Examination
    2012-05-07
  • S63 Uniform Securities Agent State Law Examination
    2007-05-15
Other Names
  • Josh Loggins

View on SEC IAPD

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