AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RT

Russell S. Tarbett

PATRICK CAPITAL MARKETS
St. Louis, MO 63123
Some features on this profile are disabled
CRD#: 1826212
RT

Professional summary


Russell Scott Tarbett, who also goes by Russ Tarbett, Rusty Tarbett, is a registered financial professional currently at PATRICK CAPITAL MARKETS, LLC located in St. Louis, Missouri.

Russell is registered as a RR (Registered Representative) and started their career in finance in 1989. Russell has worked at 12 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 3, Series 7, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Russ Tarbett | Rusty Tarbett

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Russell Scott Tarbett's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 31, 2024 - Present

PATRICK CAPITAL MARKETS, LLC

Office #1: 11152 South Towne Square, St. Louis, MO 63123
BD
CRD#: 16518
St. Louis, MO
Past

June 2, 2020 - July 28, 2022

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
DALLAS, TX
Past

August 11, 2016 - August 3, 2018

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
CHICAGO, IL
Past

February 7, 2014 - August 20, 2014

EMERSON EQUITY LLC

BD
CRD#: 130032
LEWISVILLE, TX
Past

October 15, 2013 - February 3, 2014

ARGENTUS SECURITIES, LLC

BD
CRD#: 45915
DALLAS, TX
Past

May 4, 2005 - June 29, 2012

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
DALLAS, TX
Past

September 22, 2003 - November 26, 2003

BARRON MOORE, INC.

BD
CRD#: 123521
DALLAS, TX
Past

May 7, 2001 - July 1, 2003

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
DALLAS, TX
Past

January 17, 2001 - May 4, 2001

RUSHMORE SECURITIES CORPORATION

BD
CRD#: 8392
DALLAS, TX
Past

June 4, 1998 - March 30, 2001

NORTHSTAR SECURITIES, INC.

BD
CRD#: 11247
DALLAS, TX
Past

November 16, 1994 - December 9, 1998

DOMINION CAPITAL CORPORATION

BD
CRD#: 18837
DALLAS, TX
Past

December 21, 1992 - November 18, 1994

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

May 28, 1991 - December 23, 1992

POWELL & SATTERFIELD, INC.

BD
CRD#: 7030
LITTLE ROCK, AR
Past

May 15, 1989 - May 23, 1991

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(2/14/2024)
RR
Alaska
(2/14/2024)
RR
Arizona
(2/14/2024)
RR
Arkansas
(2/14/2024)
RR
California
(2/14/2024)
RR
Colorado
(2/14/2024)
RR
Connecticut
(2/14/2024)
RR
Delaware
(2/14/2024)
RR
District of Columbia
(2/14/2024)
RR
Florida
(2/14/2024)
RR
Georgia
(2/14/2024)
RR
Hawaii
(2/14/2024)
RR
Idaho
(2/14/2024)
RR
Illinois
(2/14/2024)
RR
Indiana
(2/14/2024)
RR
Iowa
(2/14/2024)
RR
Kansas
(2/14/2024)
RR
Kentucky
(2/14/2024)
RR
Louisiana
(2/14/2024)
RR
Maine
(2/14/2024)
RR
Maryland
(2/14/2024)
RR
Massachusetts
(2/14/2024)
RR
Michigan
(2/14/2024)
RR
Minnesota
(2/14/2024)
RR
Mississippi
(2/14/2024)
RR
Missouri
(2/14/2024)
RR
Montana
(2/14/2024)
RR
Nebraska
(2/14/2024)
RR
Nevada
(2/14/2024)
RR
New Hampshire
(2/14/2024)
RR
New Jersey
(2/14/2024)
RR
New Mexico
(2/14/2024)
RR
New York
(2/14/2024)
RR
North Carolina
(2/14/2024)
RR
North Dakota
(2/14/2024)
RR
Ohio
(2/14/2024)
RR
Oklahoma
(2/14/2024)
RR
Oregon
(2/14/2024)
RR
Pennsylvania
(2/14/2024)
RR
Rhode Island
(2/14/2024)
RR
South Carolina
(2/14/2024)
RR
South Dakota
(2/14/2024)
RR
Tennessee
(2/14/2024)
RR
Texas
(1/31/2024)
RR
Utah
(2/14/2024)
RR
Vermont
(2/14/2024)
RR
Virginia
(2/14/2024)
RR
Washington
(2/14/2024)
RR
West Virginia
(2/14/2024)
RR
Wisconsin
(2/14/2024)
RR
Wyoming
(2/14/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 6/2/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 10/31/1990
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PC
PATRICK CAPITAL MARKETS, LLC
PATRICK CAPITAL MARKETS | PATRICK FINANCIAL CORPORATION | PATRICK CAPITAL MARKETS, LLC

CRD#: 16518 / SEC#: , 8-34099

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
11152 South Towne Square, St Louis, MO 63123
Mailing Address
11152 South Towne Square, St. Louis, MO 63123
Phone number
(314) 528-3000
Established
Missouri since 06/16/2008
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SAXONY FINANCIAL HOLDINGS, LLC.SOLE OWNER/ MEMBER
CLARK, BRIAN LESLEYPRESIDENT, CEO, AND CFO4802438
KLUMP, RYAN CHRISTOPHERSENIOR VICE PRSIDENT4762698
MATARAZZI, NATHAN DOMENICOFINOP, POO AND PFO4827090
MITCHELL, JARAD BYRAMCOO4811305
WEBSTER, TERRANCE MICHAELCHIEF COMPLIANCE OFFICER6826889

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PATRICK CAPITAL MARKETS, LLC

CRD#: 16518St. Louis, MO 63123

TRUST BUT VERIFY

Monitor Russell Tarbett

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Aaron Andrew Ungerer
Aaron UngererAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Frontenac, MO
Dalton J Stockton
Dalton StocktonAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
ST. LOUIS, MO
George Joseph Simon JR
George SimonAdvisorCheck Check Mark
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IAR
RR
Chesterfield, MO
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics