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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 2026-04-01
  • CA RA
    APPROVED
    Since 2026-04-01

Branch Locations

Murrieta, CA • United States

Murrieta, CA • 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
Nationwide Investment Services Corporation Dublin OH 06/2002 05/2019
Nationwide Investment Advisors, Llc Columbus OH 12/2006 05/2019
Icma-Rc Services, Llc Washington DC 05/2019 Present
  • 06/2002 → 05/2019
    Nationwide Investment Services Corporation
    Dublin, OH
  • 12/2006 → 05/2019
    Columbus, OH
  • 05/2019 → Present
    Icma-Rc Services, Llc
    Washington, DC
Previous Registrations
Other Businesses

Name: GeekStuffTNG Podcast. Non-investment related. Nature of Business: Entertainment Podcast. Address: 41 Watchung PLA #201, Montclair, NJ 07042. Position: Co-Host. Start Date: 7/15/2024. Number of hours per month devoted to other business 12; during securities trading hours 0. Duties: Co-Host a podcast talking about geek related topics like Comic Con, Toys, Movies, etc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-11-08
S63 Uniform Securities Agent State Law Examination 1998-04-21
  • S65 Uniform Investment Adviser Law Examination
    2000-11-08
  • S63 Uniform Securities Agent State Law Examination
    1998-04-21
Designations

View on SEC IAPD

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