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Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-04-14
VA RA APPROVED 2026-04-14
KY RA APPROVED 2025-01-01
VT RA APPROVED 2025-01-01
OH RA APPROVED 2024-11-26
NY RA APPROVED 2021-02-20
DE RA APPROVED 2016-08-09
NJ RA APPROVED 2016-08-04
ME RA APPROVED 2016-07-29
PA RA APPROVED 2016-07-28
MA RA APPROVED 2012-11-20
CT RA APPROVED 2012-11-19
NH RA APPROVED 2012-11-16
RI RA APPROVED 2012-11-16
WV RA APPROVED 2005-09-26
  • MD RA
    APPROVED
    Since 2026-04-14
  • VA RA
    APPROVED
    Since 2026-04-14
  • KY RA
    APPROVED
    Since 2025-01-01
  • VT RA
    APPROVED
    Since 2025-01-01
  • OH RA
    APPROVED
    Since 2024-11-26
  • NY RA
    APPROVED
    Since 2021-02-20
  • DE RA
    APPROVED
    Since 2016-08-09
  • NJ RA
    APPROVED
    Since 2016-08-04
  • ME RA
    APPROVED
    Since 2016-07-29
  • PA RA
    APPROVED
    Since 2016-07-28
  • MA RA
    APPROVED
    Since 2012-11-20
  • CT RA
    APPROVED
    Since 2012-11-19
  • NH RA
    APPROVED
    Since 2012-11-16
  • RI RA
    APPROVED
    Since 2012-11-16
  • WV RA
    APPROVED
    Since 2005-09-26

Branch Locations

Londonderry, NH • 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
Icma Retirement Corporation Chesapeake VA 09/2001 Present
  • 09/2001 → Present
    Icma Retirement Corporation
    Chesapeake, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-09-06
S63 Uniform Securities Agent State Law Examination 2000-09-11
  • S65 Uniform Investment Adviser Law Examination
    2002-09-06
  • S63 Uniform Securities Agent State Law Examination
    2000-09-11

View on SEC IAPD

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