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Sam J Logan

Logan Financial Planning LLC

St. Petersburg, FL

St Petersburg, FL

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Current Employers
Logan Financial Planning Llc

St. Petersburg, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-18
AL RA APPROVED 2013-08-06
  • FL RA
    APPROVED
    Since 2025-12-18
  • AL RA
    APPROVED
    Since 2013-08-06

Branch Locations

St. Petersburg, FL • United States

285 Park St S, St Petersburg, FL 33707 • 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
Logan Financial Planning Llc Destin FL 05/2013 Present
Previous Registrations
  • 2007-04-03 → 2008-01-10
    A. G. Edwards & Sons, Inc.
    Destin, FL
  • 2003-07-01 → 2007-04-05
    Wells Fargo Clearing Services, Llc
    Destin, FL
    Destin, FL
  • 2000-12-01 → 2003-07-01
    Prudential Equity Group, Llc
    Destin, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-28
S63 Uniform Securities Agent State Law Examination 1994-07-07
  • S65 Uniform Investment Adviser Law Examination
    2013-06-28
  • S63 Uniform Securities Agent State Law Examination
    1994-07-07

View on SEC IAPD

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