Daniel Patton Russell

Current Employers

Naviter Wealth, Llc

1 Information Way Suite 400, Little Rock, AR 72202 • United States

Current Registrations

Authority	Category	Status	Date
AR	RA	APPROVED	2021-01-15

AR RA
APPROVED

Since 2021-01-15

Branch Locations

1 Information Way Suite 400, Little Rock, AR 72202 • 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

Organization	City	State	From	To
Stephens Inc.	Little Rock	AR	02/2015	01/2018
Stephens Inc.	Little Rock	AR	01/2018	07/2018
Stephens Inc.	Little Rock	AR	07/2018	01/2021
Naviter Wealth Llc	Little Rock	AR	01/2021	Present
Purshe Kaplan Sterling Investments	Albany	NY	01/2021	09/2022

02/2015 → 01/2018

Stephens Inc.

Little Rock, AR
01/2018 → 07/2018

Stephens Inc.

Little Rock, AR
07/2018 → 01/2021

Stephens Inc.

Little Rock, AR
01/2021 → Present

Naviter Wealth Llc

Little Rock, AR
01/2021 → 09/2022

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2018-07-24 → 2021-01-29

Stephens

Little Rock, AR

Other Businesses

Licensed Insurance Agent; Not Investment Related; 1 INFORMATION WAY, SUITE 400, LITTLE ROCK, AR, USA, 72202; Insurance sales; Agent; Start Date: 12/10/2021; 2 hrs/mo; 2 hrs during trading; Implementation of insurance recommendations.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-07-23

S66 Uniform Combined State Law Examination

2018-07-23

Other Names

Danny Patton Russell

View on SEC IAPD