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Current Employers
Russell Investments

401 Union Street 18Th Floor, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2012-06-15
WI RA APPROVED 2012-06-13
  • WA RA
    APPROVED
    Since 2012-06-15
  • WI RA
    APPROVED
    Since 2012-06-13

Branch Locations

833 E. Michigan Street Suite 850, Milwaukee, WI 53202 • United States

Wauwatosa, WI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Davidson Design, Llc Gardner KS 05/2008 Present
Russell Financial Services Seattle WA 06/2012 Present
  • 05/2008 → Present
    Davidson Design, Llc
    Gardner, KS
  • 06/2012 → Present
    Russell Financial Services
    Seattle, WA
Previous Registrations
  • 2011-01-11 → 2012-05-21
    Montage Investments, Llc
    Leawood, KS
  • 2008-10-20 → 2010-12-10
    Cetera Advisors Llc
    Overland Park, KS
  • 2005-04-19 → 2008-03-10
    Cetera Advisors Llc
    Overland Park, KS
    Overland Park, KS
  • 2002-05-10 → 2005-04-08
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-27
  • S66 Uniform Combined State Law Examination
    2001-09-27

View on SEC IAPD

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