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 Brooks Lowrey

Kingswood Wealth Advisors, LLCBD affiliatedStockbridge, Ga dual registrantIAPD 5760554

Feed of 09/14/2026

Also filed as Logan Lowrey

At current firm

4 y

since Jan 4, 2022

In the industry

16 y

since Apr 9, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Kingswood Wealth Advisors, LLC BD affiliated current
since Jan 4, 2022 · Stockbridge, Ga
Benchmark Advisory Services, LLC no RAUM
Apr 28, 2021 to Jan 3, 2022 · Stockbridge, Ga
Cape Investment Advisory, Inc. independent RIA
Jul 9, 2015 to Apr 28, 2021 · Mcdonough, Ga
Pnc Wealth Management BD affiliated
Nov 1, 2012 to Nov 21, 2014 · Douglasville, Ga
Edward Jones national BD
Apr 15, 2010 to Oct 8, 2012 · Mcdonough, Ga

Moves

a registration end followed by a registration begin elsewhere

Benchmark Advisory Services, LLC to Kingswood Wealth Advisors, LLC
left Jan 3, 2022, registered Jan 4, 2022 (1 days) · RIA to RIA
Cape Investment Advisory, Inc. to Benchmark Advisory Services, LLC
left Apr 28, 2021, registered Apr 28, 2021 (0 days) · RIA to RIA
Pnc Wealth Management to Cape Investment Advisory, Inc.
left Nov 21, 2014, registered Jul 9, 2015 (230 days) · Other
Edward Jones to Pnc Wealth Management
left Oct 8, 2012, registered Nov 1, 2012 (24 days) · Other

Signals

Logan Brooks Lowrey left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-04)
Jan 3, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address