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RM

Russell S. Mcgowan

PEP ADVISORY LLC
Houston, TX 77024
Some features on this profile are disabled
CRD#: 6263334
RM

Professional summary


Russell Scott Mcgowan is a registered financial professional currently at PEP ADVISORY LLC located in Houston, Texas.

Russell is registered as a RR (Registered Representative) and started their career in finance in 2014. Russell has worked at 3 firms and has passed the Series 63, Series 22TO, SIE, Series 79 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Mcgowan's 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

September 30, 2021 - Present

PEP ADVISORY LLC

Office #1: 9545 Katy Freeway Suite 425, Houston, TX 77024
BD
CRD#: 166636
Houston, TX
Past

June 17, 2014 - March 4, 2016

INTL FCSTONE CREDIT TRADING LLC

BD
CRD#: 41025
HOUSTON, TX
Past

February 12, 2014 - June 3, 2014

STANDARD CHARTERED SECURITIES NORTH AMERICA LLC

BD
CRD#: 130847
HOUSTON, 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
Montana
(4/19/2023)
RR
New Mexico
(9/2/2022)
RR
North Dakota
(1/27/2023)
RR
Oklahoma
(2/2/2023)
RR
Pennsylvania
(3/24/2023)
RR
Texas
(9/30/2021)
RR
West Virginia
(8/31/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 7/16/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 22TO
Date: 9/30/2021
Direct Participation Programs Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PA
PEP ADVISORY LLC
CDH SECURITIES, LLC | PEP ADVISORY LLC | HEIKKINEN ENERGY SECURITIES, LLC

CRD#: 166636 / SEC#: , 8-69224

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


Main Address
100 Waugh Drive Suite 600, Houston, TX 77007
Mailing Address
100 Waugh Drive Suite 600, Houston, TX 77007
Phone number
(713) 930-0371
Established
Texas since 12/07/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (25 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
INVICTA XV + LPLIMITED PARTNER/MEMBER
GUHA, JISHNUCHIEF COMPLIANCE OFFICER4908714
MOODY, WALKER NELSONCEO5007440
PICKERING, DANIEL RAYMANAGING DIRECTOR2832592
SCHAPS, MICHAEL ROBERTFINOP/CFO/PFO/POO1892138

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


PEP ADVISORY LLC

CRD#: 166636Houston, TX 77024

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