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Joseph Brent Russell

Charles Schwab & Co., Inc.

Winter Park, FL

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-02
FL RA APPROVED 2012-08-21
  • TX RA
    APPROVED
    Since 2019-01-02
  • FL RA
    APPROVED
    Since 2012-08-21

Branch Locations

633 N Orlando Ave., Winter Park, FL 32789 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Melbourne FL 09/2010 Present
Charles Schwab Bank Melbourne FL 09/2010 Present
Previous Registrations
  • 2009-04-30 → 2010-08-25
    Td Ameritrade, Inc.
    Sarasota, FL
  • 2009-05-29 → 2010-08-25
    Td Ameritrade Investment Management, Llc
    Sarasota, FL
  • 2001-02-09 → 2007-11-09
    Strategic Advisers Llc
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-18
S63 Uniform Securities Agent State Law Examination 1999-08-25
  • S66 Uniform Combined State Law Examination
    2000-12-18
  • S63 Uniform Securities Agent State Law Examination
    1999-08-25
Designations
Other Names
  • Brent Russell

View on SEC IAPD

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PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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