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.
Feed of 09/14/2026
Also filed as Logan Douglas Chandler
At current firm
0 y
since Jun 22, 2026
In the industry
14 y
since Aug 1, 2012 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince Jun 22, 2026 · Lexington, Nc
- First Citizens Investor Services, Inc. BD affiliatedSep 12, 2025 to May 29, 2026 · Mooresville, Nc
Moves
a registration end followed by a registration begin elsewhere
- First Citizens Investor Services, Inc. to Edward Jonesleft May 29, 2026, registered Jun 22, 2026 (24 days) · Affiliated broker-dealer or bank to another
Signals
- Logan D Chandler left First Citizens Investor Services, Inc. for Edward Jones (registered 2026-06-22)May 29, 2026 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address