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 Gregory Klug
Feed of 09/14/2026
Also filed as Logan Gregory Klug
At current firm
1 y
since Mar 31, 2025
In the industry
10 y
since Oct 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Scottsdale, Az
- Fidelity Personal And Workplace Advisors formerJun 11, 2024 to Mar 31, 2025 · Scottsdale, Az
- Core Planning independent RIADec 13, 2023 to May 30, 2024 · Scottsdale, Az
- Equitable Advisors, LLC national BDFeb 15, 2023 to Oct 31, 2023 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Core Planning to Fidelity Personal And Workplace Advisorsleft May 30, 2024, registered Jun 11, 2024 (12 days) · RIA to affiliated broker-dealer or bank
- Equitable Advisors, LLC to Core Planningleft Oct 31, 2023, registered Dec 13, 2023 (43 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Logan Gregory Klug left Core Planning for Fidelity Personal And Workplace Advisors (registered 2024-06-11)May 30, 2024 · Advisor changed firm · fact
- Logan Gregory Klug left Equitable Advisors, Llc for Core Planning (registered 2023-12-13)Oct 31, 2023 · 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
- National broker-dealer RIAderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address