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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 2026-02-27
  • CA RA
    APPROVED
    Since 2026-02-27

Branch Locations

Murrieta, CA • United States

San Marcos, CA • 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
Principal Funds Distributor Folsom CA 08/2015 10/2016
Td Ameritrade San Diego CA 10/2016 02/2020
Beta Wealth Group, Inc. San Diego CA 02/2020 05/2020
Td Ameritrade San Diego CA 05/2020 06/2022
Fsc Securities Corporation San Diego CA 06/2022 10/2022
The Retirement Group, Llc San Diego CA 06/2022 10/2022
Missionsquare Investment Services Washington DC 10/2022 Present
Missionsquare Retirement Washington DC 10/2022 Present
  • 08/2015 → 10/2016
    Principal Funds Distributor
    Folsom, CA
  • 10/2016 → 02/2020
    Td Ameritrade
    San Diego, CA
  • 02/2020 → 05/2020
    San Diego, CA
  • 05/2020 → 06/2022
    Td Ameritrade
    San Diego, CA
  • 06/2022 → 10/2022
    Fsc Securities Corporation
    San Diego, CA
  • 06/2022 → 10/2022
    The Retirement Group, Llc
    San Diego, CA
  • 10/2022 → Present
    Missionsquare Investment Services
    Washington, DC
  • 10/2022 → Present
    Washington, DC
Previous Registrations
  • 2022-11-15 → 2026-03-16
    San Diego, CA
    Washington, DC
    San Marcos, CA
    San Marcos, CA
  • 2022-06-09 → 2022-09-30
    The Retirement Group, Llc
    San Diego, CA
  • 2022-01-26 → 2022-06-01
    San Diego, CA
  • 2020-05-26 → 2022-06-01
    Td Ameritrade, Inc.
    San Diego, CA
  • 2020-05-26 → 2022-06-01
    Td Ameritrade Investment Management, Llc
    San Diego, CA
  • 2020-03-03 → 2020-04-28
    San Diego, CA
  • 2016-10-27 → 2020-02-19
    Td Ameritrade, Inc.
    San Diego, CA
    San Diego, CA
  • 2016-10-27 → 2020-02-19
    Td Ameritrade Investment Management, Llc
    San Diego, CA
    San Diego, CA
  • 2008-03-13 → 2015-08-03
    Del Mar, CA
    San Diego, CA
    Solana Beach, CA
    Rancho Santa Fe, CA
    Sacramento, CA
    Citrus Heights, CA
    Davis, CA
    Tracy, CA
    Sacramento, CA
    Livermore, CA
    Roseville, CA
    Elk Grove, CA
    Redding, CA
    Roseville, CA
    Manteca, CA
    Placerville, CA
    Auburn, CA
    Yuba City, CA
    Galt, CA
    Sacramento, CA
    Citrus Heights, CA
    Tracy, CA
    Roseville, CA
  • 2007-10-05 → 2008-02-11
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-04
  • S66 Uniform Combined State Law Examination
    2007-10-04
Designations
Other Names
  • Brian R Koch
  • Brian Koch
  • Brian Koch

View on SEC IAPD

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