Russell Rea Keller

Current Employers

Employment History

• 09/2006 → Present
  Alison Keller Designs
  Richmond, VA
• 01/2011 → 11/2018
  Wells Fargo Advisors Financial Network Llc
  Richmond, VA
• 11/2018 → Present
  Cary Street Partners Llc
  Glen Allen, VA
• 12/2018 → Present
  Cary Street Partners Investment Advisory Llc
  Glen Allen, VA

Previous Registrations

• 2011-06-30 → 2018-11-05
  Wells Fargo Advisors Financial Network, Llc
  Richmond, VA

Other Businesses

CO TTEE FOR FAMILY MEMBERS FAMILY TRUST, INVESTMENT RELATED, RICHMOND VA, START 03/11 CO TTEE FOR FATHER'S LIVING TRUST, INVESTMENT RELATED, RICHMOND VA, START 03/11 ALISON KELLER DESIGNS, NOT INVESTMENT RELATED, RICHMOND, VA, 50% OWNER, START: 01/2007, 5 HOURS PER MONTH/0 DURING TRADING, DUTIES: BOOKKEEPING. PARAKLETE INVESTMENTS, LLC; OWNER, SINGLE MEMBER LLC; RICHMOND, VA; 1/24/2011; EXERCISES CONTROL OVER THE ENTITY'S ASSETS; 5 NON-MARKET HOURS PER MONTH; FORMED TO OPERATE HIS PRACTICE AND INVOLVES A BANK ACCOUNT FOR THE PURPOSE OF CONDUCTING BUSINESS AND ACCOUNTING ACTIVITIES Other Business Name: BDK, LLC Address:708 Founders Crest Ct., Midlothian, VA 23113 Investment-Related?Yes Nature of the Other Business:Private Company Postion at Other Business:Managing member, 50% beneficial co-owner with my sister Katherine Keller. Title at Other Business:Managing Member Relationship with Other BusinessNo Start Date of your Relationship:1/1/2023 Will be providing Investment Advice as part of Role?:Yes Will be involved in the handling of the entity's funds, securities, investments, or like?:Yes Approximate Hours/Month devoted to other business:5 Number of Hours devoted to other business during securities trading hours:0 Will you be compensated for the OBA?:Yes Description of duties related to other Business:Managing member and 50 % co-owner with my sister Katherine Keller. Legacy assets of commercial rental property and brokerage investments from the Betty Dix Keller Family Trust were transferred into this new LLC. Brokerage investments held at CSP and managed by me. Duties are the same as the family trust previously reported and approved.

Exams

• S66 Uniform Combined State Law Examination
  2011-06-29
• S63 Uniform Securities Agent State Law Examination
  2010-02-01

Other Names

• Russell Rea Keller
• Russell Rea Keller