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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-06-14
  • MI RA
    APPROVED
    Since 2024-06-14

Branch Locations

48646 Gratiot Avenue, Chesterfield, MI 48051 • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • 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
Raymond James (Producer's Choice) Troy MI 11/2015 02/2018
Mass Mutual Life Insurance Co Clinton Township MI 02/2018 03/2019
Mml Investors Services, Llc Clinton Township MI 02/2018 03/2019
Sigma Financial Corporation Ann Arbor MI 03/2019 06/2024
Triad Advisors Atlanta GA 06/2024 08/2024
Osaic Advisory Services Atlanta GA 06/2024 Present
Osaic Wealth, Inc. Chesterfield MI 08/2024 Present
  • 11/2015 → 02/2018
    Raymond James (Producer's Choice)
    Troy, MI
  • 02/2018 → 03/2019
    Mass Mutual Life Insurance Co
    Clinton Township, MI
  • 02/2018 → 03/2019
    Clinton Township, MI
  • 03/2019 → 06/2024
    Sigma Financial Corporation
    Ann Arbor, MI
  • 06/2024 → 08/2024
    Triad Advisors
    Atlanta, GA
  • 06/2024 → Present
    Osaic Advisory Services
    Atlanta, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Chesterfield, MI
Previous Registrations
  • 2019-08-01 → 2024-06-14
    Ann Arbor, MI
    Mount Clemens, MI
  • 2018-03-23 → 2019-03-18
    Clinton Township, MI
    Grand Rapids, MI
Other Businesses

1) LICENSED INSURANCE AGENT POSITION: Insurance agent NATURE: Sell life insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 02/27/2018 ADDRESS: 48646 Gratiot Ave, Chesterfield MI 48051, United States DESCRIPTION: Sell life insurance products 2)JOBIN FINANCIAL, INC. POSITION: Certified Financial Planner NATURE: W2 Employee of Jobin Financial LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2018 ADDRESS: 48646 Gratiot Ave, Chesterfield MI 48051, United States DESCRIPTION: I am a W2 employee for Kyle Jobin, owner of Jobin Financial. I receive a salary. 3) RUSSO CAPITAL LLC POSITION: Owner / Member NATURE: S corporation LLC. Address is my home address. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/14/2018 ADDRESS: 21484 Sienna Dr, Macomb MI 48044, United States DESCRIPTION: This is my S corp LLC that my 1099 income runs through for income tax purposes at the direction of my accountant. 4)LIFE SKILLS CENTERS, INC. POSITION: Board President NATURE: I am the current Board President of Life Skills Centers, Inc., a 501c3 non-profit. I have served on the Board of Directors since January 2015. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2015 ADDRESS: PO Box 380676, Clinton Township MI 48051, United States DESCRIPTION: As a board member, I provide oversight of the strategic and financial direction of the company.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-12
  • S66 Uniform Combined State Law Examination
    2018-03-12
Designations
Other Names
  • Justin Robert Russo
  • Justin Russo

View on SEC IAPD

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