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Missionsquare Retirement CRD 108783
$6.31B regulatory AUM 3,264 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-12-11 |
| IN | RA | APPROVED | 2024-12-02 |
| MI | RA | APPROVED | 2024-12-02 |
| WI | RA | APPROVED | 2017-03-08 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Waunakee, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Orlando | FL | 01/2016 | 01/2017 |
| Icma-Rc | Washington | DC | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-27 |
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