Scott Gilliam Russell

Current Employers

Employment History

• 05/2016 → 11/2018
  Signator Investors, Inc.
  St. Petersburg, FL
• 11/2018 → 06/2023
  Royal Alliance Associates, Inc.
  Tampa, FL
• 06/2023 → Present
  Osaic Wealth, Inc.
  St Petersburg, FL

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  St Petersburg, FL
  N Chesterfield, VA
  St. Petersburg, FL
  Tampa, FL
  Boca Raton, FL
  Tampa, FL
• 1994-02-14 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Tampa, FL
  Richmond, VA
  St Petersburg, FL
  St. Petersburg, FL
  St. Petersburg, FL
• 2009-05-01 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  St Petersburg, FL
  Los Angeles, CA
  St. Petersburg, FL

Other Businesses

1. CONCIERGE FINANCIAL ORG POS: Partner NATURE: Fictitious name INVESTMENT RELATED: Yes # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 10/1/14 ADDY: 3637 4th St. N, STE 210, St. Petersburg FL 33706 DESCRIPT: a company 2. CONCIERGE FINANCIAL ORG POS: Insurance Broker NATURE: Fixed Insurance INVESTMENT RELATED: Yes # OF HRS: 5 SECURITIES TRADING HRS: 5 START DATE: 1/1/14 ADDY: 3637 4th St. N, Ste 210, St. Petersburg FL 33706 DESCRIPT: Offer fixed insurance solutions 3. CLEARSIGHT FINANCIAL ORG, INC. POS: Pres NATURE: S-Corp. INVESTMENT RELATED: No # OF HRS: 2 SECURITIES TRADING HRS: 2 START DATE: 9/10/13 ADDY: 3637 4th St. N, Ste 210, St. Petersburg FL 33704 DESCRIPT: business accounting & tax purposes 4. THE MAYFLY PROJECT POSITION: Volunteer/Lead Mentor NATURE: This is anon-profit that mentors foster children and teaches them how to fly fish. INVESTMENT RELATED: No # OF HRS: 5 SECURITIES TRADING HRS: 1 START DATE: 9/17/21 ADDY: 3541 Harrison Rd, Benton FL 72019 DESCRIPTION: This is a non-profit that mentors foster children and teaches them how to fly fish. 5. SUMMER'S RETREATS, LLC POSITION: MMBR NATURE: LLC formed forestate planning purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2023 ADDRESS: 10246 Tarpon Dr., Treasure Island FL 33706 DESCRIPTION: I don't perform any duties other than filings. 6. ROTARY DISTRICT 6950 POSITION: Assistant Governor NATURE: Rotary, it's a non-profit corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2024 ADDRESS: PO Box 1104, New Port Richey FL 34656 DESCRIPTION: assist the District Governor with communication with 6 local Rotary clubs and I help the presidents of those clubs be successful. 7. TRUST FOR MY SISTER AND BROTHER-IN-LAW POSITION: Successor Trustee NATURE: Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2024 ADDRESS: 10246 Tarpon Dr., Treasure Island FL 33706 DESCRIPTION: If my sister and/or brother-in-law die, I would become trustee of their personal trusts. 8. TRUST FOR BROTHER-IN-LAW POSITION: Successor Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/22/2024 ADDRESS: 10246 Tarpon Dr., Treasure Island FL 33706, United States DESCRIPTION: I am just being name as successor trustee to my brother-in-laws trust, for which he is the current trustee. 9. THE SANDRA GILLIAM RUSSELL TRUST POSITION: Successor Trustee NATURE: Successor Trustee of the Trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2014 ADDRESS: 1844 Belmont Dr., Clearwater FL 37625, United States DESCRIPTION: Successor Trustee

Exams

• S66 Uniform Combined State Law Examination
  2013-10-03

Designations