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DL

David J. Logan

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CRD#: 1075167
DL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David John Logan was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1983. David had worked at 8 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 12, 1999 - April 15, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

March 31, 1998 - July 9, 1998

INDEPENDENT FINANCIAL SECURITIES, INC.

BD
CRD#: 19924
Past

March 11, 1998 - June 11, 1998

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

July 1, 1996 - March 23, 1998

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

July 1, 1996 - March 23, 1998

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

July 10, 1995 - June 3, 1996

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

January 11, 1993 - April 5, 1995

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

July 22, 1983 - December 9, 1992

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/25/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BO
BANC ONE SECURITIES CORPORATION
BANC ONE BROKERAGE CORPORATION | JPMORGAN SECURITIES INC | BANC ONE SECURITIES CORPORATION | BANC ONE INVESTMENT SERVICES CORPORATION

CRD#: 16999 / SEC#: , 8-34881

BD
Terminated by SEC on 09/25/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 09/24/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BANC ONE CAPITAL HOLDING CORPORATIONHOLDING COMPANY
ANDERSON, ELLEN FOWLERASSISTANT SECRETARY1819869
BERRY, JAMES C. P.SECRETARY4361911
DAVIS, JAMES HUBERCHIEF OPERATIONS OFFICER4166100
DAVIS, JEFFREY LASSISTANT SECRETARY
DONOVAN, DAVID EDWINEXECUTIVE VICE PRESIDENT, DIRECTOR1081912
FELKER, WILLIAM ROBERTPRESIDENT & CEO, DIRECTOR2354456
KRAMER, JOHN MCDEVITTCHIEF COMPLIANCE OFFICER2350116
MACLELLAN, JOHN STEPHENSENIOR VICE PRESIDENT, DIRECTOR1050214
MARTIN, KEVIN LEEEXECUTIVE VICE PRESIDENT2742022
REED, MICHAEL JOHNEXECUTIVE VICE PRESIDENT, DIRECTOR1553478
SAMSON, TIMOTHY HUGHASSISTANT SECRETARY4603479
SCHARF, CHARLES WILLIAMEXECUTIVE VICE PRESIDENT, DIRECTOR2123345
WARTA, TERESA LYNNTREASURER & CFO2055433

Disclosures


Regulatory Event6
Arbitration9

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BANC ONE SECURITIES CORPORATION

CRD#: 16999

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