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 K Simering
Feed of 09/14/2026
Also filed as Logan Kristopher Simering
At current firm
0 y
since Oct 8, 2025
In the industry
14 y
since Jul 1, 2012 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Truist Advisory Services, Inc. BD affiliated currentsince Oct 8, 2025 · Owings Mills, Md
- T. Rowe Price Advisory Services, Inc. BD affiliatedNov 2, 2023 to Oct 8, 2025 · Owings Mills, Md
- MML Investors Services, LLC BD affiliatedSep 30, 2021 to Oct 23, 2023 · Hunt Valley, Md
- Td Ameritrade Investment Management, LLC formerJun 12, 2019 to Dec 31, 2020 · Columbia, Md
- Td Ameritrade, Inc. formerJun 12, 2019 to Jan 11, 2021 · Columbia, Md
- T. Rowe Price Advisory Services, Inc. BD affiliatedJul 13, 2015 to May 24, 2019 · Owings Mills, Md
Moves
a registration end followed by a registration begin elsewhere
- T. Rowe Price Advisory Services, Inc. to Truist Advisory Services, Inc.left Oct 8, 2025, registered Oct 8, 2025 (0 days) · Affiliated broker-dealer or bank to another
- MML Investors Services, LLC to T. Rowe Price Advisory Services, Inc.left Oct 23, 2023, registered Nov 2, 2023 (10 days) · Affiliated broker-dealer or bank to independent RIA
- Td Ameritrade, Inc. to MML Investors Services, LLCleft Jan 11, 2021, registered Sep 30, 2021 (262 days) · Other
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Dec 31, 2020, registered Jun 12, 2019 (-568 days) · corporate re-registration, not a move
- T. Rowe Price Advisory Services, Inc. to Td Ameritrade Investment Management, LLCleft May 24, 2019, registered Jun 12, 2019 (19 days) · RIA to RIA
Signals
- Logan K Simering left T. Rowe Price Advisory Services, Inc. for Truist Advisory Services, Inc. (registered 2025-10-08)Oct 8, 2025 · Advisor changed firm · fact
- Logan K Simering left Mml Investors Services, Llc for T. Rowe Price Advisory Services, Inc. (registered 2023-11-02)Oct 23, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address