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Daniel Ryan Logan

Beacon Wealthcare LLC

Raleigh, NC

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Current Employers
Beacon Wealthcare Llc

1633 Glenwood Ave, Raleigh, NC 27608 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-03-16
  • NC RA
    APPROVED
    Since 2023-03-16

Branch Locations

1633 Glenwood Ave, Raleigh, NC 27608 • 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
Welch Hornsby, Inc. Montgomery AL 06/2016 02/2020
Capfinancial Partners, Llc. (Captrust) Raleigh NC 02/2020 05/2020
Zora Financial Birmingham AL 05/2020 02/2023
Beacon Wealthcare Llc Raleigh NC 03/2023 Present
  • 06/2016 → 02/2020
    Welch Hornsby, Inc.
    Montgomery, AL
  • 02/2020 → 05/2020
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 05/2020 → 02/2023
    Zora Financial
    Birmingham, AL
  • 03/2023 → Present
    Beacon Wealthcare Llc
    Raleigh, NC
Previous Registrations
  • 2020-05-28 → 2023-02-24
    Zora Financial
    Birmingham, AL
    Raleigh, NC
  • 2019-01-15 → 2020-05-22
    Welch Hornsby, Inc.
    Birmingham, AL
    Montgomery, AL
  • 2020-03-09 → 2020-05-21
    Captrust
    Birmingham, AL
Designations

View on SEC IAPD

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William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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