Thaland Dewitt Logan

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/1992 → Present
  Logan And Associates Pc
  Cedar Hill, TX
• 05/2013 → Present
  Transamerica Financial Advisors, Llc
  Dallas, TX
• 07/2012 → Present
  Wfgia
  Dallas, TX
• 01/2013 → Present
  Thaland D Logan
  Cedar Hill, TX
• 12/2021 → Present
  Thaland Logan Logan & Associates, P.C
  Cedar Hill, TX
• 08/2023 → Present
  3L Land And Cattle Llc
  Palestine, TX

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Thaland Logan Logan & Associates, P.C / 1221-Present / Investment Related: No / 103 East Beltline Rd, Ste E Cedar Hill, TC 75104 / Owner - Principal / See comments / Hrs. Work Monthly: 40 / Sec Trading Hrs: 0 / Responsible for all daily operations LOGAN & ASSOCIATES, P.C./INVESTMENT RELATED - NO/103 EAST BELTLINE RD. SUITE 1)E;CEDAR HILL, TX 75104/FULL SERVICE CPA/ACCOUNTING FIRM OFFERING TAX, ACCOUNTING, CONSULTING AND AUDITING SERVICES./PRINCIPAL/04.2001/200/0/OVERSEE DAILY OPERATIONS. (2)WORLD FINANCIAL GROUP, INC. / INVESTMENT RELATED: NO / DALLAS, TX / 07/2012 / AGENT THALAND D LOGAN; 01/01/2013; NOT INV RELATED; 103 EAST BELTLINE RD, SUITE 3, CEDAR HILL, TX 75104; OWNER/PRINCIPAL; THE IAR/RR ALSO OFFERS MAJOR MEDICAL HEALTH INSURANCE ON AND OFF THE HEALTHCARE EXCHANGE; 1 HRS/MO; 0 TRADING; HELP POTENTIAL CLIENTS GET HEALTH INSURANCE ON AND OFF THE HEALTHCARE EXCHANGE. 3L LAND AND CATTLE LLC POSITION: Member NATURE: Beef cattle & hay production. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2023 ADDRESS: 600 Anderson County Road 402, PALESTINE TX 75803, United States DESCRIPTION: As I am a CPA, I do the basic accounting and prepare the annual1065 tax return, all of which is done at year end. There is no commercial business that is conducted with the public. All feed costs and cattle sales, at local sale barn, are reported on our individual tax returns Sch F.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-01
• S63 Uniform Securities Agent State Law Examination
  2013-02-15

Other Names

• Thaland Dewitt Logan
• Thaland Dewitt Logan
• Thaland Dewitt Logan, Cpa