Alyson T Russ

Current Employers

Vest Financial Llc

8350 Broad St Suite 240, Mclean, VA 22102-5150 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-09-11
VA	RA	APPROVED	2023-09-25

MD RA
APPROVED

Since 2024-09-11
VA RA
APPROVED

Since 2023-09-25

Branch Locations

8350 Broad St Suite 240, Mclean, VA 22102-5150 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Goldman, Sachs & Co.	Washington, D.C.	DC	03/2011	04/2017
Morgan Stanley	Washington	DC	04/2017	11/2021
Vest Securities, Llc	Mclean	VA	09/2023	Present
Figmont	Toronto		11/2021	07/2023
Vest Financial, Llc	Mclean	VA	09/2023	Present

03/2011 → 04/2017

Goldman, Sachs & Co.

Washington, D.C., DC
04/2017 → 11/2021

Morgan Stanley

Washington, DC
09/2023 → Present

Vest Securities, Llc

Mclean, VA
11/2021 → 07/2023

Figmont

Toronto
09/2023 → Present

Vest Financial, Llc

Mclean, VA

Previous Registrations

2017-08-07 → 2021-12-02

Morgan Stanley

Washington, DC

Washington, DC

Other Businesses

1) VEST FINANCIAL, LLC - VICE PRESIDENT OF AFFILIATED RIA ENTITY BASED IN MCLEAN, VIRGINIA; DUTIES ARE TO SERVE TO PROVIDE PORTFOLIO ANALYSIS; DEVOTES 160 HOURS/MONTH TO ACTIVITY, OF WHICH APPROXIMATELY 7.5 HOURS/DAY IS SPENT DURING TRADING HOURS. INVESTMENT-RELATED; STARTED SEPTEBMER 2023.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-03

S66 Uniform Combined State Law Examination

2017-08-03

Other Names

Alyson Elise Theobald
Alyson Theobald
Alyson T Russ
Alyson E Theobald
Alyson Theobald Russ

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