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Current Employers
Missionsquare Wealth Management

777 North Capitol Street, Ne, Washington, DC 20002 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-02-27
  • MD RA
    APPROVED
    Since 2026-02-27

Branch Locations

Havertown, PA • 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 07/2008 Present
  • 07/2008 → Present
    Icma-Rc
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-07-24
  • S63 Uniform Securities Agent State Law Examination
    2002-07-24
Designations

View on SEC IAPD

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