David J. Logan
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 James Logan was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 2006. David had worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 30, 2006 - June 23, 2016
AMERIVEST PARTNERS, LLC
January 26, 2006 - March 18, 2024
BAY CREST PARTNERS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
AMERIVEST PARTNERS, LLC
CRD#: 46815 / SEC#: , 8-51561
Contact information
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FREEDOM HOLDING GROUP, LLC | SOLE OWNER | |
| MULLIGAN, WILLIAM PETER JR. | MANAGER | 1614209 |
Disclosures
| Regulatory Event | 4 |
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.
