Robert Russo

Current Employers

Employment History

• 04/1999 → 12/2016
  Koenig, Russo & Associates
  Clark, NJ
• 08/2012 → 02/2024
  Calton & Associates, Inc.
  Clark, NJ
• 01/2017 → Present
  Tkg Tax & Accounting, Llc
  Cranford, NJ
• 11/2020 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ
• 09/2023 → Present
  Tkg Wealth Advisers Llc
  Cranford, NJ

Previous Registrations

• 2012-08-31 → 2024-02-14
  Calton & Associates, Inc.
  Montclair, NJ
  Clark, NJ
• 2002-07-29 → 2012-09-04
  Cetera Wealth Services, Llc
  Roselle Park, NJ
  Holmdel, NJ

Other Businesses

1)TKG Tax & Accounting, LLC (formerly, The Koenig Group, LLC). Non-Invest related.1150 Raritan Road, Suite 200, Cranford, NJ 07016. Nature of Bus.: Public Accounting Firm. Title: Member. 180 hrs. per month and 150 hrs. per month during securities trading hrs. Duties: Accounting services & tax accounting. 2)HR Ease LLC. Non-Invest related. Addr.:1715 N. Westshore Blvd., #200, Tampa, FL 33607. Nature of Bus.: Benefit Admin Platform. Title: Member. Hours per month: .25 hrs. per month & 0 hrs. during securities trading hrs. Duties: Assist companies in navigating employee benefit admin & decision making. 3) RMR Wealth Builders, Inc. Invest related. Addr.:111 Grove Street Suite 203, Montclair, NJ 07042. Nature of Bus.: RIA & DBA for Securities business, insurance agency, payroll services, HR consulting, benefits admin systems, & other consulting. Title: Ind. Contractor. 20 hrs. per month & 20 hrs. during securities trading hrs. Duties: Ind. Contractor/Financial & Investment Advisor. Offer sales of Securities, Insurance Agent, Payroll, HR, Benefits Admin Consulting & Services. 4)From Tessa With Love Foundation, Inc. Non-Invest related. Addr.: 335 George St. Ste 4, New Brunswick, NJ 08901. Nature of Bus.: Non-Profit Foundation. Title: Officer. 5 hrs. per month and 0 hrs. per month during Sec. trading hrs. Duties: Provide bookkeeping & accounting services. Filing tax returns & record board minutes. 5) September 11th National Memorial Trail Alliance. Not Investment Related. PO Box 308 New Eagle PA, 15067. Non-Profit Group, Title: Board Member and Treasurer, Start Date 2021-10-01, Start Date: 2024-01-01, 2 hrs. per month, 2 hrs. per month during trading hours, No Compensation. Board Member and member of the finance committee. Duties: Help the organization with reviewing their financial reports, accounting records. No authority or control over the organizations funds. 6)TKG Wealth Advisers, LLC; Investment Related; 1150 Raritan Road, Suite 201, Cranford, NJ 07016; Nature of Bus.: Registered Investment Adviser; Title: Member; Start Date: 1/1/2023; 20 hrs. per month & 20 hrs. during securities trading hrs. Duties: Administration & Client Services.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-07-14

Designations

Other Names

• Robert Ivan Russo