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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

RUSSELL GEORGE LUCE

Advisor at CHELSEA ADVISORY SERVICES, INC

Orland Park, IL | STATEN ISLAND, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:27dabf76-41a5-06cf-c1b0-def05ec0e061

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Sep 22, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHELSEA ADVISORY SERVICES, INC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 11, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: May 11, 1994
First registration: Sep 22, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 2486592

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHELSEA ADVISORY SERVICES, INC	Independent wealth	Jan 13, 2025	n/a	yes	Orland Park, IL\|STATEN ISLAND, NY	Current employment
SILVER OAK SECURITIES, INC.	Bd affiliated wealth	Oct 10, 2022	Dec 31, 2024	no	Knoxville, TN\|Orlando Park, IL\|Orland Park, IL\|Valparaiso, IN	Previous registration
LIFEMARK SECURITIES CORP.	Bd affiliated wealth	Jan 16, 2020	Nov 11, 2022	no	Orland Park, IL\|Livonia, MI\|Orland Park, IL\|Valparaiso, IN	Previous registration
IPI WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Nov 14, 2018	Jan 21, 2020	no	Oak Lawn, IL\|DECATUR, IL\|Orland Park, IL	Previous registration
LIFEMARK SECURITIES CORP.	Bd affiliated wealth	Oct 30, 2018	Nov 15, 2018	no	Oak Lawn, IL\|ROCHESTER, NY\|Oak Lawn, IL	Previous registration
FORESTERS EQUITY SERVICES, INC.	Former SEC adviser	Sep 12, 2008	Nov 5, 2018	no	LIVONIA, MI\|OAK LAWN, IL\|OAK LAWN, IL\|LIVONIA, MI	Previous registration
WORLD EQUITY GROUP, INC.	Bd affiliated wealth	Sep 22, 2006	Feb 7, 2007	no	LOMBARD, IL\|Willowbrook, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SILVER OAK SECURITIES, INC.	CHELSEA ADVISORY SERVICES, INC	Dec 31, 2024	Jan 13, 2025	13	Firm change	Ibd to RIA
LIFEMARK SECURITIES CORP.	SILVER OAK SECURITIES, INC.	Nov 11, 2022	Oct 10, 2022	-32	Firm change after gap	Ibd to ibd
IPI WEALTH MANAGEMENT, INC.	LIFEMARK SECURITIES CORP.	Jan 21, 2020	Jan 16, 2020	-5	Firm change	Ibd to ibd
LIFEMARK SECURITIES CORP.	IPI WEALTH MANAGEMENT, INC.	Nov 15, 2018	Nov 14, 2018	-1	Firm change	RIA to ibd
FORESTERS EQUITY SERVICES, INC.	LIFEMARK SECURITIES CORP.	Nov 5, 2018	Oct 30, 2018	-6	Firm change	Ibd to RIA
WORLD EQUITY GROUP, INC.	FORESTERS EQUITY SERVICES, INC.	Feb 7, 2007	Sep 12, 2008	583	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
18464:16204:MI:2018-11-01	Nov 5, 2018	Oct 30, 2018	LIVONIA, MI	Firm change

Relationships

Registered with (6)

→ CHELSEA ADVISORY SERVICES, INCRegistered adviserregistration: current employment
Jan 13, 2025 to presentfactForm ADV
→ SILVER OAK SECURITIES, INC.Registered adviserregistration: previous registration
Oct 10, 2022 to Dec 31, 2024factForm ADV
→ LIFEMARK SECURITIES CORP.Registered adviserregistration: previous registration
Jan 16, 2020 to Nov 11, 2022factForm ADV
→ IPI WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 14, 2018 to Jan 21, 2020factForm ADV
→ FORESTERS EQUITY SERVICES, INC.Registered adviserregistration: previous registration
Sep 12, 2008 to Nov 5, 2018factForm ADV
→ WORLD EQUITY GROUP, INC.Registered adviserregistration: previous registration
Sep 22, 2006 to Feb 7, 2007factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Russell George Luce left Silver Oak Securities, Inc. for Chelsea Advisory Services, Inc (registered 2025-01-13)
Form ADVobserved 4 days ago
Occurred
Nov 11, 2022
Advisor changed firm
Russell George Luce left Lifemark Securities Corp. for Silver Oak Securities, Inc. (registered 2022-10-10)
Form ADVobserved 4 days ago