Russell J Talone

Current Employers

Employment History

• 03/2004 → 01/2024
  Woodbury Financial
  Collegeville, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Collegeville, PA

Previous Registrations

• 2005-09-20 → 2024-01-19
  Woodbury Financial Services, Inc.
  Collegeville, PA
  Collegeville, PA

Other Businesses

1. RUSS TALONE-WOODBURY, INV REL, 3953 RIDGE PIKE SUITE 201 COLLEGEVILLE PA 19426, HAVE SOLD, SERVICED, RECOMMENDED OR ANALYZED FIA ON BEHALF OF CLIENTS, ALL DONE THROUGH WOODBURY, CFP, 1/1/2010, 5HR/MO, 2HR/MO 2. RUSSELL TALONE POSITION: part owner, with family NATURE: vacation home, part time rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 3 Beckett Court, Berlin MD 21811, United States DESCRIPTION: Administrative & maintenance 3. RUSSELL & COREY TALONE POSITION: silent owner NATURE: tenants in entirety INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2012 ADDRESS: 407 East 12th Ave, Conshohocken PA 19428, United States DESCRIPTION: Administrative & maintenance 4. HOLY CROSS REGIONAL CATHOLIC SCHOOL - BOARD OF LIMITED JURISDICTION POSITION: BLJ Member NATURE: Made up of responsible parishioners, local business representatives, educators, community members, our pastors, and school principal, our school board receives its authority from the pastors of parishes designated by the Archbishop to sponsor our school. The board sets policy with the responsibility to develop a strategic multiyear plan in the following areas: Financial oversight, including the recommendation of an annual budget Enrollment Marketing Development Facilities and technology oversight and implementation INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 08/20/2025 ADDRESS: 701 Locust Street, Collegeville PA 19426, United States DESCRIPTION: Member of Advancement Committee - secure the financial future, long-term sustainability, and community reputation of the school 5. The board sets policy with the responsibility to develop a strategic multiyear plan in the following areas: Financial oversight,including the recommendationof an annual budgetEnrollmentMarketingDevelopmentFacilities and technology oversight and implementation INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 08/20/2025 ADDRESS: 701 Locust Street, Collegeville PA 19426, United States DESCRIPTION: Member of Finance Committee - Financial oversight,including the recommendationof an annual budget, CapEx, Campaigns, etc. 6. TALONE INSURANCE, INC. POSITION: agent NATURE: Insurance agency INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 70 START DATE: 04/01/2004 ADDRESS: 3801 Germantown Pike, Suite 204, Collegeville PA 19426, United States DESCRIPTION: Insurance consulting, sales, and servicing 7. RENTAL PROPERTY POSITION: owner NATURE: 510 East Hector Street, Conshohocken, PA 19428Previous home address was converted into a rental property when we moved. Jointly owned by my wife & I. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2015 ADDRESS: 3801 Germantown Pike, Suite 204, Collegeville PA 19426, United States DESCRIPTION: Administrative & Maintenance

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-10
• S63 Uniform Securities Agent State Law Examination
  2003-07-30

Designations