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Current Employers
Russell Investments

401 Union Street 18Th Floor, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-01-02
WI RA APPROVED 2026-01-02
AZ RA APPROVED 2024-02-08
MT RA APPROVED 2024-02-05
NM RA APPROVED 2024-02-05
AK RA APPROVED 2024-02-02
ID RA APPROVED 2024-02-02
TX RA APPROVED 2024-02-02
WA RA APPROVED 2024-02-02
  • NV RA
    APPROVED
    Since 2026-01-02
  • WI RA
    APPROVED
    Since 2026-01-02
  • AZ RA
    APPROVED
    Since 2024-02-08
  • MT RA
    APPROVED
    Since 2024-02-05
  • NM RA
    APPROVED
    Since 2024-02-05
  • AK RA
    APPROVED
    Since 2024-02-02
  • ID RA
    APPROVED
    Since 2024-02-02
  • TX RA
    APPROVED
    Since 2024-02-02
  • WA RA
    APPROVED
    Since 2024-02-02

Branch Locations

Milwaukee, WI • United States

833 E Michigan Street Suite 850, Milwaukee, WI 53202 • 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
Russell Investments Seattle WA 07/2023 Present
Depaul University Chicago IL 09/2018 06/2019
Loyola University Chicago Chicago IL 09/2019 08/2022
Saint George's School Spokane WA 09/2012 06/2018
Extended Travel N/A WA 09/2022 01/2023
Unemployed N/A WA 02/2023 06/2023
D.A. Davidson & Co. Spokane WA 06/2021 08/2021
D.A. Davidson & Co. Spokane WA 06/2019 08/2019
  • 07/2023 → Present
    Seattle, WA
  • 09/2018 → 06/2019
    Depaul University
    Chicago, IL
  • 09/2019 → 08/2022
    Loyola University Chicago
    Chicago, IL
  • 09/2012 → 06/2018
    Saint George's School
    Spokane, WA
  • 09/2022 → 01/2023
    Extended Travel
    N/A, WA
  • 02/2023 → 06/2023
    Unemployed
    N/A, WA
  • 06/2021 → 08/2021
    D.A. Davidson & Co.
    Spokane, WA
  • 06/2019 → 08/2019
    D.A. Davidson & Co.
    Spokane, WA
Other Businesses

?the name of the other business; AJB Monroe Operating Co. ?whether the business is investment-related; Not investment-related ?the address of the other business; 1306 N Monroe St., Spokane, WA 99201 ?the nature of the other business; Property development ?your position; No position ?title, or relationship with the other business; No duties, silent partner ?the start date of your relationship; October 2020 ?the approximate number of hours/month you devote to the other business; 0 hours/month ?the number of hours you devote to the other business during securities trading hours; 0 hours during securities trading hours ?and briefly describe your duties relating to the other business; No duties, silent partner ?the name of the other business; AJB Lake Street LLC ?whether the business is investment-related; Not investment-related ?the address of the other business; 815 W Lake Street, Sandpoint, ID 83864 ?the nature of the other business; Development property, raw land ?your position; No position ?title, or relationship with the other business; No duties, minority silent partner ?the start date of your relationship; March 2021 ?the approximate number of hours/month you devote to the other business; 0 hours/month ?the number of hours you devote to the other business during securities trading hours; 0 hours during securities trading hours ?and briefly describe your duties relating to the other business; No duties, minority silent partner ?the name of the other business; AJ Schweitzer Heights LLC ?whether the business is investment-related; Not investment-related ?the address of the other business; Harrison Ln, Idaho 83864 (lot 22, lot 23) ?the nature of the other business; Property development ?your position; No position ?title, or relationship with the other business; No duties ?the start date of your relationship; June 2023 ?the approximate number of hours/month you devote to the other business; 0 hours/month ?the number of hours you devote to the other business during securities trading hours; 0 hours during securities trading hours ?and briefly describe your duties relating to the other business; No duties ?the name of the other business; Whitworth West LLC ?whether the business is investment-related; Not investment-related ?the address of the other business; 924 W Hawthorne Rd, Spokane, WA 99218 ?the nature of the other business; Property development ?your position; No position ?title, or relationship with the other business; No duties, silent minority partner ?the start date of your relationship; July 2020 ?the approximate number of hours/month you devote to the other business; 0 hours/month ?the number of hours you devote to the other business during securities trading hours; 0 hours during securities trading hours ?and briefly describe your duties relating to the other business; No duties, silent minority partner ?the name of the other business; AJB USVI LLC ?whether the business is investment-related; Not investment-related ?the address of the other business; 473 Maria Bluff Dr, Saint John, VI 00830 ?the nature of the other business; Rental property ?your position; No position ?title, or relationship with the other business; No duties, silent partner ?the start date of your relationship; November 2021 ?the approximate number of hours/month you devote to the other business; 0 hours/month ?the number of hours you devote to the other business during securities trading hours; 0 hours during securities trading hours ?and briefly describe your duties relating to the other business; No duties, silent partner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-29
  • S66 Uniform Combined State Law Examination
    2024-01-29

View on SEC IAPD

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