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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2009-01-02
TX RA APPROVED_RES 2009-01-02
  • OH RA
    APPROVED
    Since 2009-01-02
  • TX RA
    APPROVED_RES
    Since 2009-01-02

Branch Locations

3100 Tremont Road Suite 210, Columbus, OH 43221 • 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
Raymond James Financial Services Columbus OH 11/1999 Present
Raymond James Financial Services Advisors, Inc Columbus OH 01/2009 Present
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-14
S63 Uniform Securities Agent State Law Examination 1988-05-04
  • S65 Uniform Investment Adviser Law Examination
    1999-10-14
  • S63 Uniform Securities Agent State Law Examination
    1988-05-04
Other Names
  • Whitney Tood Logan

View on SEC IAPD

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