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Timothy Chad Logsdon

Blvd Private Wealth, LLC

Prospect, KY

CRD 5187731

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Employer firm

Blvd Private Wealth, LLC CRD 310682

$220M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Blvd Private Wealth, Llc

10515 Meeting Street Suite 101, Prospect, KY 40059 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-03
KY RA APPROVED 2025-01-03
IN RA APPROVED 2024-04-05
TX RA APPROVED_RES 2022-02-01
  • FL RA
    APPROVED
    Since 2025-01-03
  • KY RA
    APPROVED
    Since 2025-01-03
  • IN RA
    APPROVED
    Since 2024-04-05
  • TX RA
    APPROVED_RES
    Since 2022-02-01

Branch Locations

10515 Meeting Street Suite 101, Prospect, KY 40059 • 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
Jpmorgan Securities Llc Lexington KY 10/2012 11/2021
Truland, Llc Prospect KY 07/2019 Present
Blvd Private Wealth, Llc Prospect KY 11/2021 Present
  • 10/2012 → 11/2021
    Jpmorgan Securities Llc
    Lexington, KY
  • 07/2019 → Present
    Truland, Llc
    Prospect, KY
  • 11/2021 → Present
    Prospect, KY
Previous Registrations
  • 2012-10-01 → 2021-11-13
    Lexington, KY
    Lexington, KY
    Louisville, KY
    Louisville, KY
    Louisville, KY
    Louisville, KY
  • 2011-06-02 → 2012-10-01
    Chase Investment Services Corp.
    Lexington, KY
    Lexington, KY
    Nicholasville, KY
    Lexington, KY
    Lexington, KY
    Lexington, KY
Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: TRULAND, LLC. POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 7/18/2019 ADDRESS: 9503 Prospect, KY DETAILS: 9503 PROSPECT, KY. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0 Timothy Chad Logsdon is a licensed insurance agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-01
S63 Uniform Securities Agent State Law Examination 2006-07-15
  • S65 Uniform Investment Adviser Law Examination
    2011-06-01
  • S63 Uniform Securities Agent State Law Examination
    2006-07-15
Other Names
  • Chad Logsdon

View on SEC IAPD

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