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Inactive

Lauren F Russo

Missionsquare Retirement

Ocean, NJ

Washington, DC

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Current Employers
Missionsquare Retirement

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-04-02
NY RA APPROVED 2025-03-18
  • NJ RA
    APPROVED
    Since 2025-04-02
  • NY RA
    APPROVED
    Since 2025-03-18

Branch Locations

Ocean, NJ • United States

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • 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
Zynergy Retirement Planning Red Bank NJ 01/2012 06/2023
Unemployed Ocean NJ 07/2023 10/2023
Farther Finance Advisors New York NY 11/2023 02/2025
Missionsquare Retirement Washington DC 02/2025 Present
Missionsquare Investment Services Washington DC 02/2025 Present
  • 01/2012 → 06/2023
    Zynergy Retirement Planning
    Red Bank, NJ
  • 07/2023 → 10/2023
    Unemployed
    Ocean, NJ
  • 11/2023 → 02/2025
    Farther Finance Advisors
    New York, NY
  • 02/2025 → Present
    Missionsquare Retirement
    Washington, DC
  • 02/2025 → Present
    Missionsquare Investment Services
    Washington, DC
Previous Registrations
Designations
Other Names
  • Lauren Marie Flanagan
  • Lauren Marie Kelly
  • Lauren Flanagan Russo

View on SEC IAPD

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