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Russell Eric Charvonia

Mariner

Ventura, CA

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-09-01
TX RA APPROVED 2021-09-01
  • CA RA
    APPROVED
    Since 2021-09-01
  • TX RA
    APPROVED
    Since 2021-09-01

Branch Locations

58 N. Ash Street, Ventura, CA 93001 • 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
OrganizationCityStateFromTo
Channel Islands Financial Group Tustin CA 02/2014 08/2021
Purshe Kaplan Sterling Investments Albany NY 05/2014 08/2021
Mariner Wealth Advisors Ventura CA 09/2021 Present
Msec, Llc Ventura CA 09/2021 Present
Channel Islands Mediation Services Ventura CA 10/2017 Present
Channel Islands Law Group Ventura CA 07/2004 Present
  • 02/2014 → 08/2021
    Channel Islands Financial Group
    Tustin, CA
  • 05/2014 → 08/2021
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 09/2021 → Present
    Mariner Wealth Advisors
    Ventura, CA
  • 09/2021 → Present
    Msec, Llc
    Ventura, CA
  • 10/2017 → Present
    Channel Islands Mediation Services
    Ventura, CA
  • 07/2004 → Present
    Channel Islands Law Group
    Ventura, CA
Previous Registrations
  • 2014-02-28 → 2021-09-13
    Channel Islands Group
    Tustin, CA
    Ventura, CA
  • 2013-10-16 → 2014-01-15
    Quest Capital Strategies, Inc.
    Ventura, CA
    Laguna Hills, CA
    Laguna Hills, CA
  • 2006-11-08 → 2012-02-28
    The Renaissance Group, Llc
    Ventura, CA
  • 1997-11-18 → 2011-11-22
    Ventura, CA
Other Businesses

MSEC, LLC, VENTURA, CA; INVESTMENT RELATED; REGISTERED REPRESENTATIVE; START DATE 09/2021 ; 40 HRS/WK DURING SECURITIES TRADING HOURS. MARINER WEALTH ADVISORS, VENTURA, CA; INVESTMENT RELATED; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 09/2021; 40 HRS/WK DURING SECURITIES TRADING HOURS. INDEPENDENT INSURANCE AGENT Channel Islands Law Group-Not investment related-58 N. Ash St, Suite H, Ventura, CA 93001-Law Practice-Attorney/Owner-07/2004,40 hrs/mth-15 during trading hrs-Estate planning attorney, handles accounting for the firm. Channel Islands Mediation Services. Not Investment Related. 58 North Ash Street, Suite H, Ventura, CA 93001. Mediation Services. Principal. 10/2017. 10 Hrs/Mo; 2 Hrs During Trading Hours. Principal of the Firm, Conducting Mediation for Individuals and Businesses. CHANNEL ISLAND PARTNERS, LLC; NOT INVESTMENT RELATED; VENTURA, CA; PROPERTY OWNERSHIP; MEMBER;12/4/2018; 2 HOURS/MONTH; 0 HOURS/MONTH DURING SECURITIES HOURS; OWNING AND MANAGING BUSINESS PROPERTY WHERE CHANNEL ISLANDS GROUP OFFICE IS. Worldwide Civility Council. Non-Investment Related. Ventura, CA. Non-Profit, Board member, Start 1/2020. 10hrs/mo, none during trading hours. Preside over meeting as a non-voting member. Help plan biennial conference. Prepare agendas. The Civility Mosaic Book Publishing. Non-Investment Related. Ventura, CA 93003. Book Publishing, Author. Start 3/29/21. 5hrs/mo, none during trading hours. Written book, possible promotional appearances. Notary Public, Investment related: N, Ventura, CA, Notary Public, 10/4/2022, 1 hours per month, 1 hours during trading hours, notarize documents. Russ Charvonia-Author; Not investment related, Ventura, CA, Children's book/series; Author, Start date: 1/1/2024, 1 hour per month, 0 hours during trading hours, book writing. Channel Islands Restoration; Not investment related, Ventura, CA, Non Profit, Vice Chair of the board, Start date: 2/18/25, 4 hours per month, 4 hours during trading hours, build and maintain agendas, preside over meetings. Conflict Resolution Institute; not investment related; Ventura, Ca; president & board member; start date 1/1/26; 4 hours /month, 0 during trading hours; mediation services

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1980-06-28
  • S63 Uniform Securities Agent State Law Examination
    1980-06-28
Designations
Other Names
  • Russ Charvonia

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