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
Logan Scofield Lepe
Feed of 09/15/2026
At current firm
1 y
since May 15, 2025
In the industry
21 y
since Aug 23, 2005 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince May 15, 2025 · Round Rock, Tx
- Cuso Financial Services, L.P. formerOct 8, 2013 to May 15, 2025 · Chula Vista, Ca
- Essex National Securities, Inc. formerMar 5, 2012 to Oct 2, 2013 · Napa, Ca
- U.S. Bancorp Investments, Inc. formerMay 17, 2010 to Mar 1, 2012 · San Diego, Ca
- Chase Investment Services Corp. formerMay 2, 2009 to May 4, 2010 · Calexico, Ca
- Wamu Investments, Inc. unclassifiedMay 9, 2006 to May 2, 2009 · San Diego, Ca
- Morgan Stanley Dw Inc. unclassifiedSep 1, 2005 to May 10, 2006 · La Jolla, Ca
Moves
a registration end followed by a registration begin elsewhere
- Cuso Financial Services, L.P. to LPL Financial LLCleft May 15, 2025, registered May 15, 2025 (0 days) · corporate re-registration, not a move
- Essex National Securities, Inc. to Cuso Financial Services, L.P.left Oct 2, 2013, registered Oct 8, 2013 (6 days) · Other
- U.S. Bancorp Investments, Inc. to Essex National Securities, Inc.left Mar 1, 2012, registered Mar 5, 2012 (4 days) · Other
- Chase Investment Services Corp. to U.S. Bancorp Investments, Inc.left May 4, 2010, registered May 17, 2010 (13 days) · Other
- Wamu Investments, Inc. to Chase Investment Services Corp.left May 2, 2009, registered May 2, 2009 (0 days) · corporate re-registration, not a move
- Morgan Stanley Dw Inc. to Wamu Investments, Inc.left May 10, 2006, registered May 9, 2006 (-1 days) · Other
Signals
No dated event on this person.
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address