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Current Employers
Compass Financial Services, Inc.

108 Cambridge Plaza Drive Suite B, Winston-Salem, NC 27104 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-02
  • NC RA
    APPROVED
    Since 2025-10-02

Branch Locations

108 Cambridge Plaza Drive Suite B, Winston-Salem, NC 27104 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Compass Financial Services, Inc. Winston-Salem NC 03/2005 09/2021
Strategic Blueprint, Llc Winston-Salem NC 08/2021 10/2025
Compass Financial Services, Inc. Winston-Salem NC 10/2025 Present
Previous Registrations
  • 2021-08-04 → 2025-10-01
    Winston Salem, NC
  • 2005-03-08 → 2021-09-07
    Compass Financial Services, Inc.
    Winston Salem, NC
    Winston Salem, NC
Other Businesses

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 50% of time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-09
  • S65 Uniform Investment Adviser Law Examination
    2005-02-09
Other Names
  • Kevin John Jerome Russell

View on SEC IAPD

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