Timothy C. Logsdon

BLVD PRIVATE WEALTH

Prospect, KY 40059

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CRD#: 5187731

Professional summary

Timothy Chad Logsdon, who also goes by Chad Logsdon, is a registered financial advisor currently at BLVD PRIVATE WEALTH, LLC located in Prospect, Kentucky.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Timothy has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad Logsdon

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.

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: TRULAND, LLC. POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 7/18/2019 ADDRESS: 9503 Prospect, KY DETAILS: 9503 PROSPECT, KY. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0 Timothy Chad Logsdon is a licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Chad Logsdon's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 18, 2021 - Present

BLVD PRIVATE WEALTH, LLC

Office #1: 10515 Meeting Street Suite 101, Prospect, KY 40059

RIA

CRD#: 310682

Prospect, KY

Past

October 1, 2012 - November 13, 2021

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

LOUISVILLE, KY

Past

October 1, 2012 - November 13, 2021

J.P. MORGAN SECURITIES LLC

CRD#: 79

LOUISVILLE, KY

Past

June 2, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

LEXINGTON, KY

Past

April 30, 2007 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

LEXINGTON, KY

Past

July 26, 2006 - April 4, 2007

WOODMEN FINANCIAL SERVICES, INC.

CRD#: 117365

OMAHA, NE

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".

BLVD PRIVATE WEALTH, LLC

CRD#: 310682 / SEC#: 801-126683

RIA

Registered Investment Advisory firm - (10/3/2022 Approved)

Kentucky

Registered Investment Advisory firm - (10/21/2022 Terminated)

Texas

Registered Investment Advisory firm - (10/21/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(3/9/2024)

IAR

Indiana
(4/5/2024)

IAR

Kentucky
(11/18/2021)

IAR

Texas
(2/2/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/1/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/15/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/11/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/25/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLVD PRIVATE WEALTH, LLC

CRD#: 310682 / SEC#: 801-126683

RIA

Registered Investment Advisory firm - (10/3/2022 Approved)

Kentucky

Registered Investment Advisory firm - (10/21/2022 Terminated)

Texas

Registered Investment Advisory firm - (10/21/2022 Terminated)

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Contact information

Main Address

10515 Meeting Street Suite 101, Prospect, KY 40059

Mailing Address

Phone number

(502) 805-5820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- BLVD PRIVATE WEALTH, LLC (6/11/2025)

Regulatory assets under management

Total Number of Accounts	365
AUM (Assets Under Management)	$ 174,459,010

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.

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Advisor Monitoring

Firm Stability Insights

Timothy C. Logsdon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Chad Logsdon's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WOODMEN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BLVD PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2011

Series 63

Date: 7/15/2006

SIE

Date: 10/1/2018

Series 7

Date: 5/11/2011

Series 6

Date: 7/25/2006

Current Firm

BLVD PRIVATE WEALTH, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLVD PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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