TL
Thaland D. Logan
TRANSAMERICA FINANCIAL ADVISORS
Dallas, TX 75243
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CRD#: 2213399
TL
Professional summary
Thaland Dewitt Logan, who also goes by Thaland Dewitt Logan, Cpa, is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Dallas, Texas.
Thaland is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Thaland has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Thaland Dewitt Logan, Cpa
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.
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Thaland Logan Logan & Associates, P.C / 1221-Present / Investment Related: No / 103 East Beltline Rd, Ste E Cedar Hill, TC 75104 / Owner - Principal / See comments / Hrs. Work Monthly: 40 / Sec Trading Hrs: 0 / Responsible for all daily operations LOGAN & ASSOCIATES, P.C./INVESTMENT RELATED - NO/103 EAST BELTLINE RD. SUITE 1)E;CEDAR HILL, TX 75104/FULL SERVICE CPA/ACCOUNTING FIRM OFFERING TAX, ACCOUNTING, CONSULTING AND AUDITING SERVICES./PRINCIPAL/04.2001/200/0/OVERSEE DAILY OPERATIONS. (2)WORLD FINANCIAL GROUP, INC. / INVESTMENT RELATED: NO / DALLAS, TX / 07/2012 / AGENT THALAND D LOGAN; 01/01/2013; NOT INV RELATED; 103 EAST BELTLINE RD, SUITE 3, CEDAR HILL, TX 75104; OWNER/PRINCIPAL; THE IAR/RR ALSO OFFERS MAJOR MEDICAL HEALTH INSURANCE ON AND OFF THE HEALTHCARE EXCHANGE; 1 HRS/MO; 0 TRADING; HELP POTENTIAL CLIENTS GET HEALTH INSURANCE ON AND OFF THE HEALTHCARE EXCHANGE. 3L LAND AND CATTLE LLC POSITION: Member NATURE: Beef cattle & hay production. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2023 ADDRESS: 600 Anderson County Road 402, PALESTINE TX 75803, United States DESCRIPTION: As I am a CPA, I do the basic accounting and prepare the annual1065 tax return, all of which is done at year end. There is no commercial business that is conducted with the public. All feed costs and cattle sales, at local sale barn, are reported on our individual tax returns Sch F.
CRS (Client Relationship Summary) - RIA
Click below to view Thaland Dewitt Logan's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Thaland Dewitt Logan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 28, 2015 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 12225 Greenville Avenue Suite 121, Dallas, TX 75243RIA
BD
CRD#: 16164
Dallas, TX
Current
May 21, 2013 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 12225 Greenville Avenue Suite 121, Dallas, TX 75243RIA
BD
CRD#: 16164
Dallas, TX
Past
February 4, 2013 - May 28, 2013
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
CEDAR HILL, TX
Past
April 27, 1992 - January 20, 1998
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(5/21/2013)
IAR
Texas(9/28/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
Two Liberty Place 50 South 16th Street, Suite 3700, Philadelphia, PA 19102
Mailing Address
6400 C St Sw, Cedar Rapids, IA 52499-0001
Phone number
(727) 299-1800
Established
Delaware since 12/28/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,054
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 42,440 |
| AUM (Assets Under Management) | $ 1,730,669,809 |
Disclosures
| Regulatory Event | 19 |
| Arbitration | 3 |
| Bond | 3 |
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
TRANSAMERICA FINANCIAL ADVISORS, LLC
CRD#: 16164Dallas, TX 75243TRUST BUT VERIFY
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