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3817 West Chester Pike, Newtown Square, PA 19073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1997-06-09 |
| PA | RA | APPROVED | 1994-02-10 |
Branch Locations
3817 West Chester Pike, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Logan Capital Management Inc | Newtown Square | PA | 02/1994 | Present |
| Lcm Partners | Haverford | PA | 08/2000 | Present |
(1) LOGAN CAPITAL MANAGEMENT, INC.; AREMORE, PA; RIA; MANAGING DIRECTOR, CFO; PORTFOLIO MANAGER AND MEMBER OF SENIOR MANAGEMENT TEAM (2) NATIONAL INSURANCE; INVESTMENT RELATED; FIXED LIFE / FIXED ANNUITIES; TINTON FALLS, NJ; INSURANCE AGENT; ZERO DURING TRADING HOURS; JUNE 2011; INSURANCE RELATED PRODUCTS.(3)LOGAN CAPITAL LARGE CAP GROWTH FUND.INVESTMENT RELATED.615 EAST MICHIGAN ST. MILWAUKEE, WI . REGISTERED INVESTMENT COMPANY. PORTFOLIO MGR & SPONSOR. START 6/2012.TIME DEVOTED 2.5 HRS/MTH.MEMBER OF THE INVESTMENT TEAM THAT MANAGES STRATEGY. COMMITTEE. 4)THE PHILADELPHIA CHARITY BALL, NON INVESTMENT RELATED,214 MARKET ST. PHILADELPHIA,PA 19106,TO RAISE FUNDS FOR NON-PROFIT ORGANIZATION,TREASURER, START DATE 2010, 2 HOURS/MONTH, NONE DURING TRADING HOURS,MANAGE CHECKBOOKS,FINANCIAL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-14 |
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