DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

James Robert Vande Logt

Vestgen Advisors, LLCindependent RIAMatthews, Nc dual registrantIAPD 4895611

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Jim Robert Vande Logt

At current firm

1 y

since Oct 17, 2024

In the industry

21 y

since Aug 13, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Vestgen Advisors, LLC independent RIA current
since Oct 17, 2024 · Matthews, Nc
LPL Financial LLC BD affiliated
Nov 14, 2019 to Dec 3, 2024 · Downers Grove, Il
Efg Advisors, LLC unclassified
May 9, 2013 to Mar 11, 2014 · Schaumburg, Il
Valmark Advisers, Inc. BD affiliated
Jul 17, 2012 to Nov 15, 2019 · Schaumburg, Il
Woodbury Financial Services, Inc. former
May 4, 2010 to Jul 19, 2012 · Schaumburg, Il
Northwestern Mutual Investment Services,LLC no RAUM
Jan 25, 2010 to May 3, 2010 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Vestgen Advisors, LLC
left Dec 3, 2024, registered Oct 17, 2024 (-47 days) · Affiliated broker-dealer or bank to independent RIA
Valmark Advisers, Inc. to Efg Advisors, LLC
left Nov 15, 2019, registered May 9, 2013 (-2381 days) · Other · moved with a team
Efg Advisors, LLC to LPL Financial LLC
left Mar 11, 2014, registered Nov 14, 2019 (2074 days) · Other
Woodbury Financial Services, Inc. to Valmark Advisers, Inc.
left Jul 19, 2012, registered Jul 17, 2012 (-2 days) · Other
Northwestern Mutual Investment Services,LLC to Woodbury Financial Services, Inc.
left May 3, 2010, registered May 4, 2010 (1 days) · Other

Signals

James Robert Vande Logt left Lpl Financial Llc for Vestgen Advisors, Llc (registered 2024-10-17)
Dec 3, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address