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Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-04-15
AL RA APPROVED 2026-04-14
FL RA APPROVED 2015-12-28
  • GA RA
    APPROVED
    Since 2026-04-15
  • AL RA
    APPROVED
    Since 2026-04-14
  • FL RA
    APPROVED
    Since 2015-12-28

Branch Locations

Davie, FL • 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-Rc Washington DC 08/2015 Present
  • 08/2015 → Present
    Icma-Rc
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-11
S66 Uniform Combined State Law Examination 2003-01-28
S63 Uniform Securities Agent State Law Examination 2000-04-26
  • S65 Uniform Investment Adviser Law Examination
    2006-07-11
  • S66 Uniform Combined State Law Examination
    2003-01-28
  • S63 Uniform Securities Agent State Law Examination
    2000-04-26
Designations

View on SEC IAPD

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