Logan J. Henderson

GRIDLINE

Atlanta, GA 30309

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CRD#: 5962989

Professional summary

Logan James Henderson, who also goes by Logan Henderson, is a registered financial advisor currently at GRIDLINE located in Atlanta, Georgia.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Logan has worked at 2 firms and has passed the Series 65, Series 63, Series 79 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Logan Henderson

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) - RIA

Click below to view Logan James Henderson'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®

None

Experience

Current

February 23, 2024 - Present

GRIDLINE

Office #1: 10 10th St Nw Suite 160, Atlanta, GA 30309

RIA

CRD#: 317336

Atlanta, GA

Past

August 7, 2023 - December 31, 2023

GRIDLINE

RIA

CRD#: 317336

ATLANTA, GA

Past

August 30, 2011 - December 4, 2013

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

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

Georgia
(2/23/2024)

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: 8/3/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/17/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79

Date: 11/21/2011

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7

Date: 8/29/2011

General Securities Representative Examination

Current Firm

GRIDLINE

GRIDLINE | GRIDLINE ADVISORS, LLC

CRD#: 317336 / SEC#:

Georgia

Registered Investment Advisory firm - (2/23/2024 Approved)

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Contact information

Main Address

10 10th St Nw Suite 160, Atlanta, GA 30309

Mailing Address

Phone number

(470) 795-0282

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 106,839,857

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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Firm Stability Insights

Logan J. Henderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan James Henderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRIDLINE

GRIDLINE

TRUIST SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/3/2023

Series 63

Date: 10/17/2011

Series 79

Date: 11/21/2011

Series 7

Date: 8/29/2011

Current Firm

GRIDLINE

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GRIDLINE

TRUST BUT VERIFY

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