Russell Edward Harris

Current Employers

Employment History

• 09/2023 → Present
  Apogee Insurance Services, Llc
  Northville, MI
• 04/2016 → 02/2019
  Gf Investment Services, Llc
  Sarasota, FL
• 04/2016 → 02/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 02/2019 → 03/2019
  Puritan Financial Group
  Plano, TX
• 09/2019 → 02/2022
  Brookstone Capital Management
  Wheaton, IL
• 04/2019 → 08/2019
  Self Employed
  Northville, MI
• 02/2022 → 09/2023
  Truadvice, Llc
  Sarasota, FL
• 09/2023 → Present
  Apogee Wealth Management
  Northville, MI
• 08/2025 → Present
  Bison Wealth, Llc.
  Atlanta, GA

Previous Registrations

• 2023-10-05 → 2026-03-02
  Apogee Wealth Management
  Northville, MI
• 2022-02-09 → 2023-11-08
  Truadvice Llc
  Brighton, MI
  Sarasota, FL
  Brighton, MI
  Northville, MI
• 2019-09-06 → 2022-02-07
  Brookstone Capital Management Llc
  Brighton, MI
  Wheaton, IL
  Northville, MI
• 2019-02-21 → 2019-03-25
  Peak American Investment Advisors, Inc.
  Canton, MI
  Plano, TX
• 2016-04-04 → 2019-02-19
  Global Financial Private Capital, Inc.
  Novi, MI
  Sarasota, FL
• 2013-06-03 → 2016-04-14
  J.P. Morgan Securities Llc
  Woodhaven, MI
  Brownstown Twp, MI
  Woodhaven, MI
  Riverview, MI
• 2013-02-11 → 2013-05-17
  Girard Securities, Inc.
  Southfield, MI
• 2012-11-01 → 2013-02-20
  Focus Financial Wealth Management, Inc.
  Bingham Farms, MI
• 2012-10-02 → 2013-02-05
  Invest Financial Corporation
  Bingham Farms, MI
• 2008-01-22 → 2012-10-02
  Citizens Securities, Inc.
  Ypsilanti, MI
  Dearborn, MI
  Pinckney, MI
  Ann Arbor, MI
  Dearborn Heights, MI
  Brighton, MI
  Detroit, MI
• 2005-10-13 → 2007-05-22
  Chase Investment Services Corp.
  Chicago, IL
  Dearborn Height, MI

Other Businesses

1) Apogee Insurance Services, LLC / Not investment related / 21800 Haggerty Rd, Ste 102, Northville, MI 48167 / Insurance sales / Insurance Agent / Start date Sep 2023 / 80 hours per month devoted to this business / 20 hours per month during trading hours 2) Financial Educators Network, d/b/a Apogee Wealth Academy, a 501(c)(3) non-profit / Not Investment Related / 21800 Haggerty Rd, Ste 102, Northville, MI 48167 / Financial Education / Lead Educator / Board Member / Start date Mar 2023 / 15 hours per month devoted to this business / 0 hours per month during trading hours / Lead Educator providing educational content and live educational events on general financial topics, which are aimed at providing practical financial education on many topics.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-11
• S63 Uniform Securities Agent State Law Examination
  2002-07-23

Other Names

• Ed Harris
• Ed Harris
• R Edward Harris
• Russell Edward Harris
• Russell Harris