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Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-06-03
AZ RA APPROVED 2021-04-21
NV RA APPROVED 2021-04-20
CA RA APPROVED 2021-04-01
  • UT RA
    APPROVED
    Since 2022-06-03
  • AZ RA
    APPROVED
    Since 2021-04-21
  • NV RA
    APPROVED
    Since 2021-04-20
  • CA RA
    APPROVED
    Since 2021-04-01

Branch Locations

Las Vegas, NV • 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
Morgan Stanley Las Vegas NV 05/2016 03/2020
Morgan Stanley Private Bank, N.A. New York NY 06/2016 03/2020
Morgan Stanley Las Vegas, Nv 89134 NV 09/2016 03/2020
Unemployed Las Vegas NV 04/2020 02/2021
Icma-Rc Services, Llc Washington DC 03/2021 Present
  • 05/2016 → 03/2020
    Las Vegas, NV
  • 06/2016 → 03/2020
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 09/2016 → 03/2020
    Las Vegas, Nv 89134, NV
  • 04/2020 → 02/2021
    Unemployed
    Las Vegas, NV
  • 03/2021 → Present
    Icma-Rc Services, Llc
    Washington, DC
Previous Registrations
Other Businesses

Name: XpeditionTerra; Non-investment related; Address: 11055 Turlington Lane Las Vegas, NV 89135; Position: Owner - Sole Proprietorship; Start Date: 5/15/2026; Hours per month devoted to other business up to 28hrs; during securities trading hours 0hrs per week.; Duties: My duties will consist of app development, marketing, and advertising. ; Nature of Business: Mobile App. I intend to offer a free basic version and a premium annual subscription (approximately $49–$79 per year) for advanced features like offline maps and alerts. This would generate passive income on a part-time basis.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-22
S63 Uniform Securities Agent State Law Examination 2001-07-11
  • S66 Uniform Combined State Law Examination
    2003-01-22
  • S63 Uniform Securities Agent State Law Examination
    2001-07-11
Other Names
  • Bryan Keith Wilhelm
  • Bryan Wilhelm

View on SEC IAPD

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