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Current Employers
Missionsquare Wealth Management

777 North Capitol Street, Ne, Washington, DC 20002 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-02
  • CA RA
    APPROVED
    Since 2026-03-02

Branch Locations

Murrieta, CA • United States

Sacramento, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Icma Retirement Corporation Washington DC 05/2006 Present
  • 05/2006 → Present
    Icma Retirement Corporation
    Washington, DC
Previous Registrations
Other Businesses

1) Name: Imperial Stockton Mobile Estates. Non-investment related. Address: 8700 West Ln, Stockton, CA 95210. Nature of business: Mobile home park. Position: Shareholder. Start date: 10/01/2004. Number of hours/month devoted to the other business: 0; during security trading hours 0. Duties: None. 2) Name: Volcano Cool. Non-investment related. Nature of Business: Live musical performances. Sole Proprietorship. Address: From his home in Sacramento, California. Position: Musician. Start Date: 05/11/2026. Hours per month devoted to other business 0; during securities trading hours 0. Duties: Play music

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-09-10
S65 Uniform Investment Adviser Law Examination 2000-07-08
  • S63 Uniform Securities Agent State Law Examination
    2001-09-10
  • S65 Uniform Investment Adviser Law Examination
    2000-07-08
Designations

View on SEC IAPD

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