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Joseph James Russo

Rmr Wealth Builders, Inc.

Montclair, NJ

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Current Employers
Rmr Wealth Builders, Inc.

111 Grove Street Suite 203, Montclair, NJ 07042 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2015-01-08
TX RA APPROVED 2014-11-25
  • NJ RA
    APPROVED
    Since 2015-01-08
  • TX RA
    APPROVED
    Since 2014-11-25

Branch Locations

111 Grove Street Suite 203, Montclair, NJ 07042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Calton & Associates, Inc. Teaneck NJ 08/2012 01/2023
Rmr Wealth Builders, Inc. Teaneck NJ 01/2004 Present
Previous Registrations
  • 2012-08-31 → 2023-01-02
    Montclair, NJ
  • 2004-03-26 → 2012-09-04
    Cetera Wealth Services, Llc
    Teaneck, NJ
Other Businesses

1) Name of Business: HR Ease, LLC. Non-Investment related. Address: 1715 N Westshore Blvd., #200, Tampa, FL 33607. Nature of Business: Benefit Administration Platform. Position/Title/Relationship: Director. Hours per month: 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Assist companies in navigating employee benefit administrative decision making. I will be a member and assisting in decision making and furthering development of the company. 2) Name of Business: From Tessa with Love Foundation, Inc. Non-Investment related. Address: 10 Main Street, Suite #322, Woodbridge, NJ 07095. Nature of Business: Non-Profit Foundation. Position/Title/Relationship: Director. Hours per month: 5-10. Hours per month during Securities trading hours: 0. Duties/Responsibilities: President/Director to provide leadership, direction, and guidance respective to the mission and vision of the company with the administration of its policies procedures. 3) Name of Business: Wealth Builders Ventures OC, LLC. Not Investment Related. Address: 251 Little Falls Drive C/O Corporation Service Company Wilmington DE, 19808. Nature of Business: LLC formed for investment in Orange Comet. Position: Member. Start Date 04/23/2022. Hours per month: less than 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Member of the LLC. No products or services offered. LLC is formed as a holding company for the Orange Comet investment.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-15
S63 Uniform Securities Agent State Law Examination 1998-06-11
  • S66 Uniform Combined State Law Examination
    2004-03-15
  • S63 Uniform Securities Agent State Law Examination
    1998-06-11

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