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Russell Daniel Van Sistine

Fermata Advisors

Santa Rosa, CA

Sonoma, CA

St. George, UT

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Current Employers
Fermata Advisors

539 Broadway Suite A, Sonoma, CA 95476 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-09-02
CA RA APPROVED 2021-07-26
TX RA APPROVED 2021-07-23
  • UT RA
    APPROVED
    Since 2022-09-02
  • CA RA
    APPROVED
    Since 2021-07-26
  • TX RA
    APPROVED
    Since 2021-07-23

Branch Locations

250 D Street Suite 204, Santa Rosa, CA 95404 • United States

539 Broadway Suite A, Sonoma, CA 95476 • United States

St. George, UT • 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
Edward Jones Saint Louis MO 11/2015 07/2021
Sonoma Wealth Advisors, Llc Santa Rosa CA 07/2021 Present
  • 11/2015 → 07/2021
    Edward Jones
    Saint Louis, MO
  • 07/2021 → Present
    Sonoma Wealth Advisors, Llc
    Santa Rosa, CA
Previous Registrations
  • 2016-03-04 → 2021-07-27
    Edward Jones
    Santa Rosa, CA
    Fairfield, CA
    St Louis, MO
    Santa Rosa, CA
    Santa Rosa, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-12
  • S66 Uniform Combined State Law Examination
    2016-01-12
Designations

View on SEC IAPD

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