DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Russell Eric Charvonia
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Russ Charvonia
At current firm
5 y
since Sep 1, 2021
In the industry
46 y
since Jun 28, 1980 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Mariner BD affiliated currentsince Sep 1, 2021 · Ventura, Ca
- Channel Islands Group formerFeb 28, 2014 to Sep 13, 2021 · Tustin, Ca
- Quest Capital Strategies, Inc. formerOct 16, 2013 to Jan 15, 2014 · Ventura, Ca
- The Renaissance Group, LLC unclassifiedNov 8, 2006 to Feb 28, 2012 · Ventura, Ca
- LPL Financial LLC BD affiliatedNov 18, 1997 to Nov 22, 2011 · Ventura, Ca
Moves
a registration end followed by a registration begin elsewhere
- Channel Islands Group to Marinerleft Sep 13, 2021, registered Sep 1, 2021 (-12 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Quest Capital Strategies, Inc. to Channel Islands Groupleft Jan 15, 2014, registered Feb 28, 2014 (44 days) · Other
- The Renaissance Group, LLC to Quest Capital Strategies, Inc.left Feb 28, 2012, registered Oct 16, 2013 (596 days) · Other
- LPL Financial LLC to The Renaissance Group, LLCleft Nov 22, 2011, registered Nov 8, 2006 (-1840 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 46derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address