Jeffrey J. Logan
Professional summary
Jeffrey Joseph Logan is a registered financial professional currently at OPEN TO THE PUBLIC INVESTING, INC. located in New York, New York.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1980. Jeffrey has worked at 10 firms and has passed the Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Joseph Logan's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 20, 2023 - Present
OPEN TO THE PUBLIC INVESTING, INC.
Office #1: 6 Harrison St 5th Floor, New York, NY 10013June 6, 2022 - February 17, 2023
DRIVEWEALTH INSTITUTIONAL LLC
May 15, 2018 - February 17, 2023
DRIVEWEALTH, LLC
March 1, 2012 - December 19, 2012
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2010 - October 13, 2010
LEDGEMONT SECURITIES LLC
April 29, 2009 - July 1, 2010
LEDGEMONT CAPITAL MARKETS LLC
May 5, 1999 - June 28, 2002
HERZOG, HEINE, GEDULD, LLC
February 8, 1999 - September 7, 1999
KNIGHT CAPITAL AMERICAS, L.P.
March 14, 1994 - January 21, 1999
ALLEN & COMPANY LLC
October 21, 1981 - October 22, 1993
HERZOG, HEINE, GEDULD, LLC
December 22, 1980 - November 6, 1981
THOMSON MCKINNON SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/27/2023)
(9/13/2023)
(9/11/2023)
(9/13/2023)
(8/10/2023)
(9/21/2023)
(9/12/2023)
(9/25/2023)
(9/21/2023)
(8/10/2023)
(8/10/2023)
(9/29/2023)
(8/10/2023)
(6/27/2024)
(9/11/2023)
(8/10/2023)
(9/11/2023)
(9/13/2023)
(10/3/2023)
(9/21/2023)
(9/15/2023)
(10/11/2023)
(9/11/2023)
(9/11/2023)
(9/12/2023)
(9/14/2023)
(9/25/2023)
(8/9/2023)
(9/14/2023)
(10/3/2023)
(9/11/2023)
(9/11/2023)
(11/20/2023)
(8/10/2023)
(5/29/2025)
(8/10/2023)
(9/12/2023)
(9/5/2023)
(8/10/2023)
(8/21/2023)
(8/15/2023)
(9/19/2023)
(9/11/2023)
(9/11/2023)
(8/9/2023)
(8/10/2023)
(9/13/2023)
(9/11/2023)
(9/14/2023)
(9/14/2023)
(9/14/2023)
(8/10/2023)
(10/25/2023)
Exams
Series 57TO
Date: 11/1/2022
Securities Trader ExamSeries 55
Date: 4/7/1999
Limited Representative-Equity Trader ExamFINRA
Current Firm
OPEN TO THE PUBLIC INVESTING, INC.
CRD#: 127818 / SEC#: , 8-66049
Contact information
FINRA licenses (53 States and Territories)
Disclosures
| Regulatory Event | 4 |
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