Logan David Ludwig

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-03
CA	RA	APPROVED	2026-01-27

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Port Hueneme	CA	12/2025	Present
Full-Time Education	Thousand Oaks	CA	06/2015	08/2017
Full-Time Education	Westlake Village	CA	08/2017	06/2021
Full-Time Education	Malibu	CA	08/2021	05/2025
Big 5 Sporting Goods	Thousand Oaks	CA	06/2022	12/2022
Vuori	Malibu	CA	05/2023	05/2025
Matthews Commercial Real Estate Investment Services	Encino	CA	06/2024	07/2024
World Financial Group	Calabasas	CA	06/2025	11/2025
Bank Of America, N.A.	Port Hueneme	CA	01/2026	Present

12/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Port Hueneme, CA
06/2015 → 08/2017

Full-Time Education

Thousand Oaks, CA
08/2017 → 06/2021

Full-Time Education

Westlake Village, CA
08/2021 → 05/2025

Full-Time Education

Malibu, CA
06/2022 → 12/2022

Big 5 Sporting Goods

Thousand Oaks, CA
05/2023 → 05/2025

Vuori

Malibu, CA
06/2024 → 07/2024

Matthews Commercial Real Estate Investment Services

Encino, CA
06/2025 → 11/2025

World Financial Group

Calabasas, CA
01/2026 → Present

Bank Of America, N.A.

Port Hueneme, CA

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-09-12
S65	Uniform Investment Adviser Law Examination	2025-08-28

Other Firms