DFX Intelligence

Data Factory

RIA / WealthAdvisor17 years in industry

LOGAN THOMAS WOLFLEY

Advisor at REA FINANCIAL

ORLANDO, FL

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:80fa651c-8bc3-dbe1-6f6c-e3e72a27bca0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Oct 12, 2021 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: REA FINANCIAL
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: Mar 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S65
First exam: Oct 8, 2021
First registration: Oct 12, 2021
Dual registered: no
IAPD individual key: 7421201

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
REA FINANCIAL	Independent wealth	Apr 20, 2026	n/a	yes	ORLANDO, FL	Current employment
TRIAD WEALTH PARTNERS, LLC	Independent wealth	Jan 19, 2024	Nov 11, 2025	no	LAWRENCE, KS	Previous registration
TRIAD WEALTH PARTNERS, LLC	Independent wealth	Oct 4, 2023	Dec 31, 2023	no	LAWRENCE, KS	Previous registration
SCHWARZ INVESTMENT PARTNERS	Independent wealth	Nov 5, 2021	May 17, 2022	no	SILVER LAKE, KS	Previous registration
OFG FINANCIAL SERVICES, INC.	Independent wealth	Oct 12, 2021	May 17, 2022	no	SILVER LAKE, KS\|TOPEKA, KS	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
TRIAD WEALTH PARTNERS, LLC	REA FINANCIAL	Nov 11, 2025	Apr 20, 2026	160	Firm change	RIA to new firm
SCHWARZ INVESTMENT PARTNERS	TRIAD WEALTH PARTNERS, LLC	May 17, 2022	Oct 4, 2023	505	Firm change after gap	RIA to new firm
OFG FINANCIAL SERVICES, INC.	SCHWARZ INVESTMENT PARTNERS	May 17, 2022	Nov 5, 2021	-193	Firm change after gap	RIA to RIA

Relationships

Registered with (4)

→ REA FINANCIALRegistered adviserregistration: current employment
Apr 20, 2026 to presentfactForm ADV
→ TRIAD WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 19, 2024 to Nov 11, 2025factForm ADV
→ SCHWARZ INVESTMENT PARTNERSRegistered adviserregistration: previous registration
Nov 5, 2021 to May 17, 2022factForm ADV
→ OFG FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 12, 2021 to May 17, 2022factForm ADV

Dated events

Occurred
Nov 11, 2025
Advisor changed firm
Logan Thomas Wolfley left Triad Wealth Partners, Llc for Rea Financial (registered 2026-04-20)
Form ADVobserved 5 days ago
Occurred
May 17, 2022
Advisor changed firm
Logan Thomas Wolfley left Schwarz Investment Partners for Triad Wealth Partners, Llc (registered 2023-10-04)
Form ADVobserved 5 days ago
Occurred
May 17, 2022
Advisor changed firm
Logan Thomas Wolfley left Ofg Financial Services, Inc. for Schwarz Investment Partners (registered 2021-11-05)
Form ADVobserved 5 days ago