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Current Employers
Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-08-17
  • PA RA
    APPROVED
    Since 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

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 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
  • 01/2001 → Present
    Logan Financial Service Corp
    Malvern, PA
  • 01/1987 → Present
    Logan Financial Services Corp
    Malvern, PA
  • 08/2016 → Present
    Parkland Securities Llc.
    Ann Arbor, MI
  • 08/2016 → Present
    Sigma Planning Corporation
    Ann Arbor, MI
Previous Registrations
  • 2013-02-26 → 2016-09-06
    Main Line Financial Advisors, Llc.
    Malvern, PA
    Malvern, PA
  • 2013-01-02 → 2013-02-25
    Avantax Advisory Services
    Malvern, PA
  • 2001-09-07 → 2012-12-31
    Avantax Advisory Services
    Malvern, PA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-15
S63 Uniform Securities Agent State Law Examination 1994-10-21
  • S65 Uniform Investment Adviser Law Examination
    1999-12-15
  • S63 Uniform Securities Agent State Law Examination
    1994-10-21
Other Names
  • Bob Logan
  • Robert B Logan

View on SEC IAPD

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