Richard James Russo

Current Employers

Freedom Formula Wealth Management

Rochester, MI • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-05-22

MI RA
APPROVED

Since 2026-05-22

Branch Locations

Sacramento, CA • United States

Rochester, MI • 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

Organization	City	State	From	To
Freedom Formula Wealth Management Llc	Rochester	MI	05/2026	Present
Just West Inc.	Sacramento	CA	01/2024	Present
Russo Insurance Agency	Sacramento	CA	02/2016	12/2023

05/2026 → Present

Freedom Formula Wealth Management Llc

Rochester, MI
01/2024 → Present

Just West Inc.

Sacramento, CA
02/2016 → 12/2023

Russo Insurance Agency

Sacramento, CA

Other Businesses

Richard James Russo II is currently employed as a Secretary for Just West Inc. In this role, Richard James Russo II edits and retouches architectural photos. This activity accounts for approximately 10% of their time. Clients of FFWM are not involved in, nor are they solicited to participate in this outside business activity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-09-21
S63	Uniform Securities Agent State Law Examination	2016-02-25

S65 Uniform Investment Adviser Law Examination

2016-09-21
S63 Uniform Securities Agent State Law Examination

2016-02-25

Designations

Other Names

Russo James Rico
Richard James Russo

View on SEC IAPD