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Israel D. Maxwell

ALTRUIST FINANCIAL
DALLAS, TX 75201
Some features on this profile are disabled
CRD#: 6060872
IM
Israel Daniel MaxwellALTRUIST FINANCIAL

Professional summary

Israel Daniel Maxwell, who also goes by Israel Daniel Maxwell, Israel Maxwell, Izzy Maxwell, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.

Israel is registered as a RR (Registered Representative) and started their career in finance in 2012. Israel has worked at 8 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

Aliases

Israel Daniel Maxwell | Israel Maxwell | Izzy Maxwell

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 Israel Daniel Maxwell'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

July 7, 2026 - Present

ALTRUIST FINANCIAL LLC

Office #1: 300 S. Pearl Expressway Suite 250, Dallas, TX 75201
BD
CRD#: 299274
DALLAS, TX
Past

June 11, 2021 - January 8, 2024

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
OMAHA, NE
Past

January 13, 2017 - January 8, 2024

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Westlake, TX
Past

January 13, 2017 - January 8, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Westlake, TX
Past

April 8, 2016 - May 31, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
FORT WORTH, TX
Past

April 7, 2016 - May 31, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
FORT WORTH, TX
Past

February 1, 2016 - March 23, 2016

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
Addison, TX
Past

January 15, 2016 - March 23, 2016

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
Addison, TX
Past

July 1, 2014 - January 4, 2016

MORGAN STANLEY

RIA
CRD#: 149777
FT. WORTH, TX
Past

July 1, 2014 - January 4, 2016

MORGAN STANLEY

BD
CRD#: 149777
FT. WORTH, TX
Past

November 12, 2013 - April 16, 2014

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
WESTLAKE, TX
Past

July 11, 2012 - April 16, 2014

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX

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
Texas
(7/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/25/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/16/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/9/2012
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/27/2018
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/20/2017
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/17/2017
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ALTRUIST FINANCIAL LLC
ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING

CRD#: 299274 / SEC#: , 8-70244

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201
Mailing Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201
Phone number
(888) 510-4660
Established
Delaware since 10/08/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALTRUIST CORPMEMBER
BAHADORI, MAZI [NMN]CEO AND CCO5749453
GEARHART, JEFFREY SPRINCIPAL OPERATIONS OFFICER2443490
GIRALDO, ANDRES MAURICIOFINOP7097178
MENNOW, ROBERT ALLISONHEAD OF ADVISOR OPERATIONS3070390
WARNER, WESLEY DEESENIOR DIRECTOR OF ADVISOR OPERATIONS5584384

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

ALTRUIST FINANCIAL LLC

CRD#: 299274Dallas, TX 75201

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