DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

James Crawford Logan

Advisor at VOYA RETIREMENT ADVISORS, LLC

WINDSOR, CT | Denver, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0cb8a1bb-4ea1-d8b4-ab34-158c65fac75e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 23, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VOYA RETIREMENT ADVISORS, LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 22, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 22, 2007
First registration: May 23, 2007
Dual registered: yes, broker-dealer
Other names: JAMES C LOGAN|CHIP LOGAN|JAMES CRAWFORD LOGAN III|JAMES CRAWFORD LOGAN|JAMES CRAWFORD LOGAN
IAPD individual key: 1921460

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VOYA RETIREMENT ADVISORS, LLC	Other adviser	Apr 30, 2024	n/a	yes	WINDSOR, CT\|Denver, CO	Current employment
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Bd affiliated wealth	Jan 28, 2021	Mar 29, 2024	no	Denver, CO\|MINNEAPOLIS, MN\|MINNEAPOLIS, MN	Previous registration
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	Mixed wealth	Dec 5, 2018	Jan 29, 2021	no	Denver, CO\|CHICAGO, IL\|Denver, CO	Previous registration
TLG ADVISORS, INC.	Bd affiliated wealth	Jan 25, 2013	Dec 3, 2018	no	DENVER, CO\|SUMMIT, NJ	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	May 23, 2007	Nov 29, 2007	no	DENVER, CO\|WEEHAWKEN, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	VOYA RETIREMENT ADVISORS, LLC	Mar 29, 2024	Apr 30, 2024	32	Firm change	Other
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Jan 29, 2021	Jan 28, 2021	-1	Firm change	RIA to ibd
TLG ADVISORS, INC.	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	Dec 3, 2018	Dec 5, 2018	2	Firm change	Ibd to RIA
UBS FINANCIAL SERVICES INC.	TLG ADVISORS, INC.	Nov 29, 2007	Jan 25, 2013	1,884	Firm change after gap	Other

Relationships

Registered with (5)

→ VOYA RETIREMENT ADVISORS, LLCRegistered adviserregistration: current employment
Apr 30, 2024 to presentfactForm ADV
→ CLIFTONLARSONALLEN WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 28, 2021 to Mar 29, 2024factForm ADV
→ MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 5, 2018 to Jan 29, 2021factForm ADV
→ TLG ADVISORS, INC.Registered adviserregistration: previous registration
Jan 25, 2013 to Dec 3, 2018factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 23, 2007 to Nov 29, 2007factForm ADV

Dated events

Occurred
Mar 29, 2024
Advisor changed firm
James Crawford Logan left Cliftonlarsonallen Wealth Advisors, Llc for Voya Retirement Advisors, Llc (registered 2024-04-30)
Form ADVobserved 4 days ago