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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-01-02 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
3100 Tremont Road Suite 210, Columbus, OH 43221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Columbus | OH | 11/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Columbus | OH | 01/2009 | Present |
(1)Name of Business: Logan and Reed Wealth Partners Address: 3100 Tremont Rd Ste 210, Columbus, OH, 43221-2038, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: 50/50 ownership of Logan and Reed Wealth Partners a Company to split expenses and Co-Brand the advsiers (2)Name of Business: Logan Family Foundation Address: 7500 Dublin Rd, Delaware , OH, 43015, United States Activity Type: Non profit Position/Title: Advisory Board, Finance/Investment Committee Member Investment Related: No Start Date: 10/07/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1 of 5 children involved in raising money via a charity golf outing and then deciding then on what charities receive a portion of the money raised. (3)Name of Business: Logan Financial Group, LLC Address: 3100 Tremont Rd Ste 210, Columbus, OH, 43221, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/28/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sell /service non variable insurance (4)Name of Business: Logan Financial Group,LLC Address: 3100 Tremont Rd Ste 210, Columbus, OH, 43221, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President Investment Related: No Start Date: 01/01/2000 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: LLC exists to receive compensation above and beyond Branch Revenue that isnt consumed by Branch overhead and salaries of Logan & Reed Wealth Partners (5)Name of Business: Park City Properties, LLC Address: 4161 Kenny Rd, Columbus , OH, 43220, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 08/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a Family Investment Partnership meant to hold long term investments for the benefit of my 3 adult children and their families into the future
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-04 |
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