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Dana Haines Stewardson

Logan Capital Management, Inc.

Philadelphia, PA

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Current Employers
Logan Capital Management, Inc.

3817 West Chester Pike, Newtown Square, PA 19073 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 1997-06-09
PA RA APPROVED 1994-02-10
  • TX RA
    APPROVED_RES
    Since 1997-06-09
  • PA RA
    APPROVED
    Since 1994-02-10

Branch Locations

3843 W Chester Pike Newtown Square, Philadelphia, PA 19073 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Vfinance Investments, Inc. Boca Raton FL 01/2002 01/2017
Logan Capital Management Inc. Philadelphia PA 02/1994 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-05-01
S63 Uniform Securities Agent State Law Examination 1985-03-14
  • S65 Uniform Investment Adviser Law Examination
    1992-05-01
  • S63 Uniform Securities Agent State Law Examination
    1985-03-14

View on SEC IAPD

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