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Logan Wesley Sumter

Portfolio Advisors, Inc.

Fresno, CA

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Current Employers
Portfolio Advisors, Inc.

7571 N. Remington Ave., Ste. 105, Fresno, CA 93711-5799 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-09
  • CA RA
    APPROVED
    Since 2025-06-09

Branch Locations

7571 N. Remington Ave., Ste. 105, Fresno, CA 93711-5799 • 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
Portfolio Advisors, Inc. Fresno CA 06/2024 Present
Sante Health Systems Fresno CA 06/2022 01/2024
Fresno State University Fresno CA 08/2023 Present
Fresno City College Fresno CA 08/2022 06/2023
Fresno Pacific University Fresno CA 08/2021 06/2022
Clovis High School Clovis CA 08/2017 06/2021
Clark Intermediate School Clovis CA 08/2015 06/2017
  • 06/2024 → Present
    Portfolio Advisors, Inc.
    Fresno, CA
  • 06/2022 → 01/2024
    Sante Health Systems
    Fresno, CA
  • 08/2023 → Present
    Fresno State University
    Fresno, CA
  • 08/2022 → 06/2023
    Fresno City College
    Fresno, CA
  • 08/2021 → 06/2022
    Fresno Pacific University
    Fresno, CA
  • 08/2017 → 06/2021
    Clovis High School
    Clovis, CA
  • 08/2015 → 06/2017
    Clark Intermediate School
    Clovis, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-09
  • S65 Uniform Investment Adviser Law Examination
    2025-06-09

View on SEC IAPD

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