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RIA / WealthAdvisorCertified Financial Planner30 years in industry

BARRY SCOTT LOGAN

Advisor at HOGANTAYLOR WEALTH

Oklahoma City, OK | TULSA, OK

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Search this name across graphsid dfx:ria:58be69d5-08d0-65dc-9b5b-787596ff22bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 6, 2002 to Sep 14, 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: HOGANTAYLOR WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 3, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 3, 1996
First registration: Jun 6, 2002
Dual registered: no
IAPD individual key: 2747479

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
HOGANTAYLOR WEALTH	Independent wealth	Jul 18, 2017	n/a	yes	Oklahoma City, OK\|TULSA, OK	Current employment
ASSET MANAGEMENT SOLUTIONS, LLC DBA ASSET PLANNING SOLUTIONS	n/a	Dec 9, 2002	Oct 13, 2017	no	OKLAHOMA CITY, OK\|EDMOND, OK\|OKLAHOMA CITY, OK\|EDMOND, OK	Previous registration
PARTNERS IN FINANCIAL PLANNING, INC.	n/a	Aug 30, 2002	Dec 31, 2002	no	EDMOND, OK	Previous registration
CAMBRIDGE INVESTMENT RESEARCH, INC.	n/a	Jul 30, 2002	Sep 6, 2002	no	EDMOND, OK	Previous registration
FFP ADVISORY SERVICES INC	n/a	Jun 6, 2002	Jul 26, 2002	no	EDMOND, OK	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
ASSET MANAGEMENT SOLUTIONS, LLC DBA ASSET PLANNING SOLUTIONS	HOGANTAYLOR WEALTH	Oct 13, 2017	Jul 18, 2017	-87	Firm change after gap	Other
PARTNERS IN FINANCIAL PLANNING, INC.	ASSET MANAGEMENT SOLUTIONS, LLC DBA ASSET PLANNING SOLUTIONS	Dec 31, 2002	Dec 9, 2002	-22	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH, INC.	PARTNERS IN FINANCIAL PLANNING, INC.	Sep 6, 2002	Aug 30, 2002	-7	Firm change	Other
FFP ADVISORY SERVICES INC	CAMBRIDGE INVESTMENT RESEARCH, INC.	Jul 26, 2002	Jul 30, 2002	4	Firm change	Other

Relationships

Registered with (5)

→ HOGANTAYLOR WEALTHRegistered adviserregistration: current employment
Jul 18, 2017 to presentfactForm ADV
→ ASSET MANAGEMENT SOLUTIONS, LLC DBA ASSET PLANNING SOLUTIONSRegistered adviserregistration: previous registration
Dec 9, 2002 to Oct 13, 2017factForm ADV
→ PARTNERS IN FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Aug 30, 2002 to Dec 31, 2002factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH, INC.Registered adviserregistration: previous registration
Jul 30, 2002 to Sep 6, 2002factForm ADV
→ FFP ADVISORY SERVICES INCRegistered adviserregistration: previous registration
Jun 6, 2002 to Jul 26, 2002factForm ADV

Dated events

No dated event names this entity yet.