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Dean Roland Russell, LLC CRD 109480
$351M regulatory AUM 169 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
16880 West Bernardo Drive, Suite 170, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2025-03-24 |
Branch Locations
16880 West Bernardo Drive, Suite 170, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dean Roland Russell, Llc | San Diego | CA | 12/2024 | Present |
| Alphacore Wealth Advisory | San Diego | CA | 06/2023 | 12/2024 |
| Full-Time Student | San Diego | CA | 03/2015 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-01 |
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