RICHARD JOSEPH PETSO is an investment adviser representative (IAR) with state registration records since 2008, appearing at 3 firms. Currently registered with MODERN WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MODERN WEALTH MANAGEMENT, LLC | 2024-10-20 | present | Yes |
| PETSO FINANCIAL CONSULTANTS LLC | 2015-11-25 | 2024-11-12 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2008-05-19 | 2015-12-31 | — |