Charles Russell Borquist

Current Employers

Employment History

• 02/2016 → 11/2016
  Summit Advisor Solutions Llc
  Gig Harbor, WA
• 10/2018 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 10/2018 → Present
  Mutual Advisors, Llc.
  Omaha, NE
• 11/2016 → 01/2018
  Folio Dynamix
  Gig Harbor, WA
• 01/2018 → 07/2018
  Envestnet
  Gig Harbor, WA

Previous Registrations

• 2016-03-17 → 2016-11-30
  Summit Advisor Solutions
  Gig Harbor, WA
  Dallas, TX
• 2009-11-18 → 2014-12-31
  Strategic Capital Group L.L.C.
  Gig Harbor, WA

Other Businesses

1. BORQUICR, LLC., START DATE: 03/04/2003, 4506 GUSTAFSON DRIVE NW, GIG HARBOR, WA 98335, LLC, REAL ESTATE INVESTMENT, MEMBER, HOLD INTEREST IN OTHER LLC'S FOR INVESTMENT (ALL REAL ESTATE), INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. SHADDOW LANE, LLC., START DATE: 11/27/2006, 4506 GUSTAFSON DR NW, GIG HARBOR, WA 98335, REAL ESTATE, MEMBER, LLC THAT HOLDS 2 PARCELS OF LAND, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 3. PERFIDELIS, LLC., START DATE: 01/10/2005, 4506 GUSTAFSON DR NW, GIG HARBOR, WA 98335, LLC, REAL ESTATE, MEMBER, LLC THAT HOLDS REAL ESTATE INTERESTS, NOT INVESTMENT RELATED, 3 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 4. Burnham Ridge, LLC., Start Date: 05/27/2025, 4506 Gustafson Dr NW, Gig Harbor, WA 98335, LLC, Real Estate Investment, Member, I am a Member with my Dad and Brother, Investment Related, 4 Hours per month, 0 Hours per day during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-07-19
• S66 Uniform Combined State Law Examination
  2005-08-08