Derek John Russell

Current Employers

Employment History

• 06/2013 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 06/2013 → 02/2018
  Hornor, Townsend & Kent, Inc
  Horsham, PA
• 02/2018 → 10/2024
  American Portfolios Financial Services, Inc.
  Binghamton, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2018-02-14 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2015-01-29 → 2018-03-02
  Hornor, Townsend & Kent, Llc
  Binghamton, NY
  Rochester, NY
  Binghamton, NY

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: RUSSELL AND RUSSELL | POSITION HELD: PROPRIETOR/OWNER- | ADDRESS: 130 RIVERSIDE DR, BINGHAMTON, NY 13905 | START DATE: 2014-12-01 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE-HEALTH INSURANCE PLANS AND MEDICARE SUPPLEMENT PLANS | APPROX HRS PER MTH: 26-40 HOURS | APPROX TRADING HRS PER MTH: 26-40 HOURS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) BINGHAMTON NETWORKING GROUP | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OFFICER- | ADDRESS: 500 LINDEN OAKS, THIRD FLOOR, ROCHESTER NY 14625 | START DATE: 2016-09-01 | NATURE OF ACTIVITY: OTHER- NETWORKING GROUP | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: A GROUP OF PEOPLE WHO GET TOGETHER TWICE A MONTH FOR NETWORKING AND REFERRAL PURPOSES. I ORGANIZE MEETINGS, TAKE ATTENDANCE, AND CREATE AN AGENDA. 3) RMR PROPERTIES POSITION: Officer NATURE: Rental Real Estate Holdings INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 3055 Norfolk Rd, Binghamton NY 13903, United States DESCRIPTION: Managing a rental property 4) INSURANCE BROKERAGE POSITION: PROPRIETOR/OWNER NATURE: RUSSELL AND RUSSELL INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2014 ADDRESS: 130 RIVERSIDE DR, BINGHAMTON NY 13905, United States DESCRIPTION: LINE INSURANCE BROKERAGE - HEALTH INSURANCE PLANS AND MEDICARE SUPPLEMENT PLANS 5) BINGHAMTON NETWORKING GROUP POSITION: participant NATURE: Referral club INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2016 ADDRESS: 130 Riverside Dr, Binghamton NY 13905, United States DESCRIPTION: OTHER - NETWORKING GROUP 6) YMCA BROOME COUNTY BOARD MEMBER POSITION: Board Member NATURE: Charitable INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2025 ADDRESS: 61 Susquehanna St, Binghamton NY 13901, United States DESCRIPTION: Attend board meetings, contribute time to the organization 7) RUSSELL AND RUSSELL POSITION: Vice President NATURE: Russell and Russell is the DBA for our securities firm and how we market out firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 06/10/2013 ADDRESS: 130 Riverside Dr, Binghamton NY 13905, United States DESCRIPTION: Russell and Russell is the DBA we market our firm under and as an the VP of the LLC my duties include management of day to day operations and tracking expenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-05
• S63 Uniform Securities Agent State Law Examination
  2013-09-18

Other Names

• Derek Russell