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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-24 |
| FL | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED_RES | 2026-06-23 |
| OH | RA | APPROVED | 2026-06-22 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | New Albany | OH | 04/2016 | 06/2026 |
| Kestra Investment Services, Llc | New Albany | OH | 10/2014 | 06/2026 |
| Osaic Wealth Inc | New Albany | NY | 06/2026 | Present |
1. WALTER L RUSSELL POSITION: President NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/11/2011 ADDRESS: 6650 Walnut St, New Albany OH 43054, United States DESCRIPTION: We use this for marketing to attract prospective clients to our firm. 2. RUSSELL AND COMPANY DBA POSITION: President NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 08/01/2011 ADDRESS: 6650 Walnut St, New Albany OH 43054, United States DESCRIPTION: This is a DBA for Russell and Associates, LLC 3. INSURANCE OBA POSITION: Owner NATURE: We offer Insurance (Life, Annuity, LTC) to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2026 ADDRESS: 6650 Walnut, New Albany OH 43054, United States DESCRIPTION: We offer life insurance to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-15 |
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