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Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-01-07
TN RA APPROVED 2025-01-07
VA RA APPROVED 2017-02-27
  • KY RA
    APPROVED
    Since 2025-01-07
  • TN RA
    APPROVED
    Since 2025-01-07
  • VA RA
    APPROVED
    Since 2017-02-27

Branch Locations

Nashville, TN • 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 Washington DC 08/2006 Present
  • 08/2006 → Present
    Icma Retirement Corporation
    Washington, DC
Other Businesses

LIGHT BOOKKEEPING 4-8 HOURS PER WEEK

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-21
S63 Uniform Securities Agent State Law Examination 2002-06-06
  • S65 Uniform Investment Adviser Law Examination
    2017-02-21
  • S63 Uniform Securities Agent State Law Examination
    2002-06-06
Other Names
  • Trey Sizemore

View on SEC IAPD

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