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RIA / WealthAdvisor13 years in industry

LARISSA JANE COSTELLO

Advisor at ETHOS FINANCIAL GROUP, LLC

CHESTER, MD

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Search this name across graphsid dfx:ria:9ab81dd4-ed0a-a61a-0b03-5d9af22d277b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 11, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ETHOS FINANCIAL GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S65
First exam: Feb 24, 2015
First registration: Dec 11, 2018
Dual registered: no
Other names: LARISSA JANE BENARD
IAPD individual key: 6253064

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ETHOS FINANCIAL GROUP, LLC	Independent wealth	Jul 3, 2026	n/a	yes	CHESTER, MD	Current employment
ALDEN INVESTMENT GROUP	Independent wealth	Sep 12, 2023	Jul 3, 2026	no	WAYNE, PA\|Queenstown, MD	Previous registration
REALTA INVESTMENT ADVISORS, INC	Bd affiliated wealth	Apr 17, 2020	Sep 12, 2023	no	WILMINGTON, DE\|QUEENSTOWN, MD\|Queenstown, MD	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Dec 11, 2018	Mar 24, 2020	no	CHESTERTOWN, MD\|GRASONVILLE, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALDEN INVESTMENT GROUP	ETHOS FINANCIAL GROUP, LLC	Jul 3, 2026	Jul 3, 2026	0	Firm change	RIA to RIA
REALTA INVESTMENT ADVISORS, INC	ALDEN INVESTMENT GROUP	Sep 12, 2023	Sep 12, 2023	0	Firm change	Ibd to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	REALTA INVESTMENT ADVISORS, INC	Mar 24, 2020	Apr 17, 2020	24	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ ETHOS FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Jul 3, 2026 to presentfactForm ADV
→ ALDEN INVESTMENT GROUPRegistered adviserregistration: previous registration
Sep 12, 2023 to Jul 3, 2026factForm ADV
→ REALTA INVESTMENT ADVISORS, INCRegistered adviserregistration: previous registration
Apr 17, 2020 to Sep 12, 2023factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Dec 11, 2018 to Mar 24, 2020factForm ADV

Dated events

Occurred
Jul 3, 2026
Advisor changed firm
Larissa Jane Costello left Alden Investment Group for Ethos Financial Group, Llc (registered 2026-07-03)
Form ADVobserved 6 days ago
Occurred
Sep 12, 2023
Advisor changed firm
Larissa Jane Costello left Realta Investment Advisors, Inc for Alden Investment Group (registered 2023-09-12)
Form ADVobserved 6 days ago