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Logan Michael Harclerode

Truist Advisory Services, Inc.

Winter Park, FL

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-18
  • FL RA
    APPROVED
    Since 2023-12-18

Branch Locations

400 S Park Ave Fl 2, Winter Park, FL 32789 • 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
Charles Schwab & Co., Inc. Orlando FL 08/2022 09/2023
Firehouse Subs Orlando FL 08/2017 08/2018
Tires Plus Oviedo FL 04/2019 08/2019
Seminole State College Oviedo FL 08/2019 09/2021
Cypress Vine Construction Oviedo FL 09/2021 05/2022
United States Marine Corps Jacksonville FL 08/2018 Present
Truist Investment Services, Inc Winter Park FL 10/2023 12/2023
Hagerty High School Oviedo FL 08/2014 06/2018
Unemployed Oviedo FL 07/2018 03/2019
Truist Investment Services, Inc. Winter Park FL 12/2023 Present
Truist Advisory Services, Inc. Winter Park FL 12/2023 Present
  • 08/2022 → 09/2023
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 08/2017 → 08/2018
    Firehouse Subs
    Orlando, FL
  • 04/2019 → 08/2019
    Tires Plus
    Oviedo, FL
  • 08/2019 → 09/2021
    Seminole State College
    Oviedo, FL
  • 09/2021 → 05/2022
    Cypress Vine Construction
    Oviedo, FL
  • 08/2018 → Present
    United States Marine Corps
    Jacksonville, FL
  • 10/2023 → 12/2023
    Truist Investment Services, Inc
    Winter Park, FL
  • 08/2014 → 06/2018
    Hagerty High School
    Oviedo, FL
  • 07/2018 → 03/2019
    Unemployed
    Oviedo, FL
  • 12/2023 → Present
    Truist Investment Services, Inc.
    Winter Park, FL
  • 12/2023 → Present
    Truist Advisory Services, Inc.
    Winter Park, FL
Other Businesses

Marine Corps | Not investment-related | 8820 Somers Rd S, Jacksonville, FL 32226 | Military | Job Title: 1833 | Start date: 08-06-2018 | More than 40 hours/month | 7 hours during securities trading hours | I drive an Amphibious assault vehicle.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-17
S63 Uniform Securities Agent State Law Examination 2022-12-30
  • S65 Uniform Investment Adviser Law Examination
    2023-11-17
  • S63 Uniform Securities Agent State Law Examination
    2022-12-30
Other Names
  • Logan Harclerode
  • Logan M Harclerode

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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