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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-08-17 |
Branch Locations
4066 Butler Pike, Plymouth Meeting, PA 19462 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Malvern, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Logan Financial Service Corp | Malvern | PA | 01/2001 | Present |
| Logan Financial Services Corp | Malvern | PA | 01/1987 | Present |
| Parkland Securities Llc. | Ann Arbor | MI | 08/2016 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 08/2016 | Present |
1. LOGAN FINANCIAL SERVICES CORP., 790 BASS COVE, MALVERN, PA 19355. President - TAX PREPARATION/ACCOUNTING FIRM. Start date: 1/1987, 80HRS/30HRS. RUN THE BUSINESS, REVIEW AND PREPARE TAX RETURNS. 2. BIRE FINANCIAL SERVICES: SELLS LIFE, HEALTH, DISABILITY, LTC, and ANNUITIES. 3. Serve on the Pension Board of East Whiteland Twp., PA. Oversee the professional money managers who manage the township's retirement plans and report to the township's supervisors. Start date: 5/1/17, approx. 3-4 hrs on a quarterly basis. No access to funds. 4. Serve on the Membership Committee of the Chester Valley Golf Club, Malvern, PA. Help to oversee the process of admitting new members. Start date: 10/1/21, approx. 5 hrs/mo, none during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-21 |
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