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Morgan Russo

LPl Financial LLC

Fort Mill, SC

Leesburg, VA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-12-19
  • VA RA
    APPROVED
    Since 2022-12-19

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

Leesburg, VA • 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
Best Western Historic Frederick Frederick MD 10/2016 07/2017
Mutual Of Omaha Cockeysville MD 02/2016 12/2016
Massmutual Life Insurance Company Hunt Valley MD 01/2017 03/2020
Msi Financial Services Elkridge MD 01/2017 03/2017
Mml Investors Services, Llc Hunt Valley MD 03/2017 03/2020
Grove Point Investments, Llc Rockville MD 03/2020 12/2022
Grove Point Advisors, Llc Rockville MD 04/2021 12/2022
Lpl Financial Llc Leesburg VA 12/2022 Present
  • 10/2016 → 07/2017
    Best Western Historic Frederick
    Frederick, MD
  • 02/2016 → 12/2016
    Mutual Of Omaha
    Cockeysville, MD
  • 01/2017 → 03/2020
    Massmutual Life Insurance Company
    Hunt Valley, MD
  • 01/2017 → 03/2017
    Msi Financial Services
    Elkridge, MD
  • 03/2017 → 03/2020
    Mml Investors Services, Llc
    Hunt Valley, MD
  • 03/2020 → 12/2022
    Grove Point Investments, Llc
    Rockville, MD
  • 04/2021 → 12/2022
    Grove Point Advisors, Llc
    Rockville, MD
  • 12/2022 → Present
    Lpl Financial Llc
    Leesburg, VA
Previous Registrations
  • 2021-04-01 → 2022-12-12
    Grove Point Advisors, Llc
    Rockville, MD
    Rockville, MD
  • 2020-03-09 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
    Rockville, MD
    Rockville, MD
  • 2017-10-03 → 2020-03-09
    Mml Investors Services, Llc
    Elkridge, MD
    Hunt Valley, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-30
  • S66 Uniform Combined State Law Examination
    2017-08-30
Other Names
  • Morgan Russo
  • Morgan Joseph Russo

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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