Luke Daniel Russell

Current Employers

Employment History

• 02/2015 → 05/2023
  Sigma Financial
  Ann Arbor, MI
• 05/2023 → Present
  Lpl Financial Llc
  Midland, MI

Previous Registrations

• 2015-02-27 → 2023-05-12
  Spc
  Midland, MI
  Midland, MI
  Ann Arbor, MI
• 2009-02-11 → 2015-03-03
  Edward Jones
  Pinconning, MI
  Midland, MI
  St Louis, MO
  Midland, MI

Other Businesses

1. 05/18/2023 - Upstream Investment Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 05/25/2023 - USTA - Not Investment Related - Various Location(s) - Outside/W-2 Employment - Umpire - Start Date 05/20/2023 - 8 Hours Per Month/ 2 Hours During Securities Trading 3. 06/27/2023 - Luke Russell - Investment Related - At Reported Business Location(s) - Notary - Start Date 11/26/2018 - 1 Hour Per Month/ 1 Hour During Securities Trading - Time Spent 1% 4. 06/27/2023 - Luke Russell - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 5/1/2023 - 2 Hours Per Month/ 1 Hour During Securities Trading - Time Spent 1% 5. 06/27/2023 - LDR Financial LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 4/17/2015 - 1 Hour Per Month/ 1 Hour During Securities Trading - Time Spent 1% 6. 10/05/2023 - Upstream Investment Partners - Other - estate plans - scrivener - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 4 Hours Per Month/ 2 Hours During Trading 7. 01/24/2024 - No Business Name - Inv Related - Bay City, MI - Real Estate Rental - Started: 1/15/2024 - 5 Hrs/Mo; 1 Hr During Trading. 8. 03/05/2024 - Real Estate Rental - Davenport, FL - Investment Related - Start Date 02/23/2024 - 4 Hours Per Month/ During Trading 9. 03/08/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Prep - Started: 3/1/2024 - 10 Hrs/Mo; 2 Hrs During Trading. 10. 05/06/2024 - No Business Name - Inv Related - 400 Bay City, MI - Real Estate Rental - Started: 3/28/2024 - 0 Hrs/Mo. 11. 08/01/2024 - Real Estate Rental - Investment Related - 307 Bay City, MI - Start Date 06/12/2024 - 2 Hours Per Month/ 0 Hours During Trading 12. 10/22/2024 - Real Estate Rental - Investment Related - 905 Bay City, MI - Start Date 09/06/2024 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2009-01-30

Other Names

• Luke Russell