Logan Scofield Lepe

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 11/2016 → Present
  University Federal Credit Union
  Austin, TX
• 05/2025 → Present
  Lpl Financial Llc
  Austin, TX

Previous Registrations

• 2013-10-08 → 2025-05-15
  Cuso Financial Services, L.P.
  Chula Vista, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  Chula Vista, CA
  San Diego, CA
  Chula Vista, CA
  National City, CA
  West Lake Hills, TX
  Austin, TX
  Lakeway, TX
  Austin, TX
  Cedar Park, TX
  San Diego, CA
  Austin, TX
  Pflugerville, TX
  Cedar Park, TX
  Austin, TX
  Austin, TX
  Round Rock, TX
  Pflugerville, TX
  Austin, TX
  Round Rock, TX
  Pflugerville, TX
• 2012-03-05 → 2013-10-02
  Essex National Securities, Llc
  Napa, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2010-05-17 → 2012-03-01
  U.S. Bancorp Investments, Inc.
  San Diego, CA
  San Diego, CA
• 2009-05-02 → 2010-05-04
  Chase Investment Services Corp.
  Calexico, CA
  El Centro, CA
  San Ysidro, CA
  Chula Vista, CA
• 2006-05-09 → 2009-05-02
  Wamu Investments, Inc.
  San Diego, CA
  La Mesa, CA
  El Centro, CA
  Calexico, CA
  Chula Vista, CA
  San Ysidro, CA
• 2005-09-01 → 2006-05-10
  Morgan Stanley Dw Inc.
  La Jolla, CA

Other Businesses

1.3/20/2025: UFCU Investment Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 11/21/2016; 160 hrs/mo. during trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-23