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Logan Martin Dickey

Intellivest Wealth Management

Boiling Springs, SC

CRD 6895521

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Employer firm

Intellivest Wealth Management CRD 307398

$53.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Intellivest Wealth Management

3082 Old Furnace Road, Boiling Springs, SC 29316 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-05
IN RA APPROVED 2025-05-13
TX RA APPROVED_RES 2025-03-12
GA RA APPROVED 2022-09-15
SC RA APPROVED 2020-05-26
NC RA APPROVED 2020-05-21
  • FL RA
    APPROVED
    Since 2026-08-05
  • IN RA
    APPROVED
    Since 2025-05-13
  • TX RA
    APPROVED_RES
    Since 2025-03-12
  • GA RA
    APPROVED
    Since 2022-09-15
  • SC RA
    APPROVED
    Since 2020-05-26
  • NC RA
    APPROVED
    Since 2020-05-21

Branch Locations

3082 Old Furnace Road, Boiling Springs, SC 29316 • 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
Edward Jones St Louis MO 01/2018 01/2019
Quiktrip Spartanburg SC 12/2011 12/2017
Amazon Appraisals Spartanburg SC 12/2016 07/2017
Thornburg Securities Corp Santa Fe NM 01/2019 02/2020
Intellivest Wealth Managment Corporation Boiling Springs SC 05/2020 Present
  • 01/2018 → 01/2019
    Edward Jones
    St Louis, MO
  • 12/2011 → 12/2017
    Quiktrip
    Spartanburg, SC
  • 12/2016 → 07/2017
    Amazon Appraisals
    Spartanburg, SC
  • 01/2019 → 02/2020
    Thornburg Securities Corp
    Santa Fe, NM
  • 05/2020 → Present
    Intellivest Wealth Managment Corporation
    Boiling Springs, SC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-16
  • S66 Uniform Combined State Law Examination
    2018-03-16

View on SEC IAPD

Nearby Firms

EDWARD JONES
ALPHASTAR CAPITAL MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

MICHAEL JAMES DICKEY
Philip Emory Moore
Melanie Reid Burgess

Nearby Offices

EDWARD JONES · BOILING SPRINGS, SC
EDWARD JONES · BOILING SPRINGS, SC
ALPHASTAR CAPITAL MANAGEMENT · Boiling Springs, SC

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