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Samuel Angelo Russo

Lasting Mark Retirement Group LLC

Dublin, OH

Springfield, MO

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Current Employers
Lasting Mark Retirement Group Llc

3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-26
  • OH RA
    APPROVED
    Since 2026-02-26

Branch Locations

5200 Upper Metro Place Suite 110, Dublin, OH 43017 • United States

3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802 • 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
Butler University Indianapolis IN 01/2016 06/2020
Crowe, Llp Columbus OH 08/2020 11/2021
Steiner & Associates Columbus OH 11/2021 07/2022
White Oak Partners Columbus OH 07/2022 05/2025
The Siegfried Group Columbus OH 07/2025 11/2025
Lasting Mark Retirement Group Llc Columbus OH 12/2025 Present
Lasting Mark Retirement Group Llc Dublin OH 12/2025 Present
  • 01/2016 → 06/2020
    Butler University
    Indianapolis, IN
  • 08/2020 → 11/2021
    Crowe, Llp
    Columbus, OH
  • 11/2021 → 07/2022
    Steiner & Associates
    Columbus, OH
  • 07/2022 → 05/2025
    White Oak Partners
    Columbus, OH
  • 07/2025 → 11/2025
    The Siegfried Group
    Columbus, OH
  • 12/2025 → Present
    Lasting Mark Retirement Group Llc
    Columbus, OH
  • 12/2025 → Present
    Lasting Mark Retirement Group Llc
    Dublin, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-12
  • S65 Uniform Investment Adviser Law Examination
    2026-01-12
Other Names
  • Sam Russo

View on SEC IAPD

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