Matthew D. Russell

Current Employers

Employment History

• 10/2015 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 10/2015 → 10/2022
  Advantis Credit Union
  Portland, OR
• 01/2025 → Present
  On Course Wealth Advisors
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Clackamas, OR

Previous Registrations

• 2015-10-26 → 2025-05-15
  Cuso Financial Services, L.P.
  Clackamas, OR
  Portland, OR
  Portland, OR
  Portland, OR
  Portland, OR
  Happy Valley, OR
  Happy Valley, OR
  San Diego, CA
• 2014-11-20 → 2015-10-20
  Cuna Brokerage Services, Inc.
  Portland, OR
  Hillsboro, OR
  Portland, OR
  Beaverton, OR
• 2011-07-25 → 2014-11-11
  Cuso Financial Services, L.P.
  Portland, OR
  Portland, OR
  Hood River, OR
  Vancouver, WA
• 2011-01-03 → 2011-07-25
  Wells Fargo Clearing Services, Llc
  Vancouver, WA
  Charlotte, NC
• 2006-07-06 → 2011-01-03
  Wells Fargo Investments, Llc
  Portland, OR
  Portland, OR
  Portland, OR
• 2003-11-07 → 2005-12-02
  Wells Fargo Investments, Llc
  Lake Oswego, OR

Other Businesses

1. 05/15/2025- On Course Wealth Advisors LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/03/2025- 160 Hours Per Month- 140 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-11-06

Designations

Other Names

• Matthew D Russell
• Matt D Russell