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SR

Sarah D. Russell

THORNTON FARISH
Montgomery, AL 36116
Some features on this profile are disabled
CRD#: 6727189
SR

Professional summary

Sarah Detling Russell, who also goes by Sarah Russell, is a registered financial professional currently at THORNTON FARISH INC. located in Montgomery, Alabama and PRE-IPO STREET INC. located in Smithtown, New York.

Sarah is registered as a RR (Registered Representative) and started their career in finance in 2023. Sarah has worked at 18 firms and has passed the SIE, Series 99TO and Series 28 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Sarah Russell

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 Sarah Detling Russell'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, 2017 - Present

THORNTON FARISH INC.

Office #1: 3500 Eastern Blvd., Suite 210, Montgomery, AL 36116
BD
CRD#: 830
Montgomery, AL
Current

September 7, 2023 - Present

PRE-IPO STREET INC.

Office #1: 732 Smithtown Bypass Suite 203, Smithtown, NY 11787
BD
CRD#: 173426
SMITHTOWN, NY
Current

October 20, 2023 - Present

SIGNATURE ESTATE SECURITIES, LLC

Office #1: 2121 Avenue Of Stars Suite 1600, Los Angeles, CA 90067
BD
CRD#: 18923
Los Angeles, CA
Current

November 9, 2023 - Present

LFT SECURITIES, LLC

Office #1: 425 Walnut Street Suite 2500, Cincinnati, OH 45202-3931
BD
CRD#: 290210
CINCINNATI, OH
Current

November 9, 2023 - Present

NAVIAN CAPITAL SECURITIES LLC

Office #1: 425 Walnut Street Suite 2500, Cincinnati, OH 45202
BD
CRD#: 145037
CINCINNATI, OH
Current

January 12, 2024 - Present

NEXPOINT SECURITIES, INC.

Office #1: 200 Crescent Court Suite 700, Dallas, TX 75201
BD
CRD#: 165013
Dallas, TX
Current

February 8, 2024 - Present

ATLAS TECHNOLOGY GROUP LLC

Office #1: 1300 El Camino Real Suite 100 #47, Menlo Park, CA 94025
BD
CRD#: 152828
Menlo Park, CA
Current

April 2, 2024 - Present

KW SECURITIES CORPORATION

Office #1: 732 Smithtown Bypass Suite 203, Smithtown, NY 11787Office #2: 732 Smithtown Bypass Suite 203, Smithtown, NY 11787
BD
CRD#: 8237
SMITHTOWN, NY
Current

March 3, 2025 - Present

ROYAL TREASURE SECURITIES LLC

Office #1: 40 Wall Street Suite 21-05, New York, NY 10005
BD
CRD#: 292325
NEW YORK, NY
Current

May 22, 2025 - Present

UTILITY CAPITAL PARTNERS, LLC

Office #1: 503 Young Ave., Chattanooga, TN 37405
BD
CRD#: 312158
CHATTANOOGA, TN
Current

March 31, 2026 - Present

EQUILIBRIUM CAPITAL SERVICES, LLC

Office #1: 732 Smithtown Bypass Suite 203, Smithtown , NY 11787Office #2: 732 Smithtown Bypass Suite 203, Smithtown, NY 11787
BD
CRD#: 155530
Smithtown , NY
Current

April 8, 2026 - Present

CAPELLA SECURITIES LLC

Office #1: 732 Smithtown Bypass Suite 203, Smithtown, NY 11787
BD
CRD#: 174167
SMITHTOWN, NY
Current

April 12, 2026 - Present

PRESIDENT STREET GLOBAL, LLC

Office #1: 34 Shrewsbury Ave., Red Bank, NJ 07701
BD
CRD#: 318377
Red Bank, NJ
Past

April 9, 2025 - July 18, 2025

KLEON FINANCIAL, LLC

BD
CRD#: 121537
NEW YORK, NY
Past

October 1, 2024 - May 30, 2025

SECURITIES CLUB BROKER-DEALER, LLC

BD
CRD#: 284893
PALM BEACH, FL
Past

October 25, 2023 - December 4, 2024

DYNAMIC CAPITAL INVESTMENTS, LLC

BD
CRD#: 290955
PHOENIX, AZ
Past

September 11, 2023 - January 5, 2024

VELERITY GROUP, INC.

BD
CRD#: 42869
GREAT FALLS, VA
Past

September 11, 2023 - November 6, 2024

AET INVESTMENT SERVICES, LLC

BD
CRD#: 40878
SPOKANE, WA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
RR
Series 28
Date: 7/7/2017
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PRESIDENT STREET GLOBAL, LLC
PRESIDENT STREET GLOBAL, LLC

CRD#: 318377 / SEC#: , 8-70849

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

Main Address
34 Shrewsbury Ave., Red Bank, NJ 07701
Mailing Address
34 Shrewsbury Ave., Red Bank, NJ 07701
Phone number
(712) 796-8378
Established
Delaware since 10/12/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (11 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#
PRESIDENT STREET GLOBAL HOLDINGS LLCOWNER
FABRIKANT, BEN ICCO/CEO5722444
GEORGE, KENNETH RONALDFINOP2643369

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

PRESIDENT STREET GLOBAL, LLC

CRD#: 318377Montgomery, AL 36116

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