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Robin Lynn Tugwell

Missionsquare Wealth Management

Williamsburg, VA

Havertown, PA

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Current Employers
Missionsquare Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-03-03
  • VA RA
    APPROVED
    Since 2026-03-03

Branch Locations

Williamsburg, VA • United States

Havertown, PA • 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 06/2018 Present
No More Chasin Tails Newport News VA 12/2014 07/2017
Uber Williamsburg VA 10/2017 05/2018
  • 06/2018 → Present
    Icma-Rc
    Washington, DC
  • 12/2014 → 07/2017
    No More Chasin Tails
    Newport News, VA
  • 10/2017 → 05/2018
    Uber
    Williamsburg, VA
Previous Registrations
  • 2018-07-13 → 2026-03-16
    Missionsquare Retirement
    Richmond, VA
    Williamsburg, VA
    Williamsburg, VA
    Washington, DC
  • 2012-09-27 → 2013-08-16
    Raymond James Financial Services Advisors, Inc
    Williamsburg, VA
  • 2008-06-05 → 2012-09-11
    Truist Investment Services, Inc.
    Williamsburg, VA
    Williamsburg, VA
    Williamsburg, VA
    Williamsburg, VA
    Williamsburg, VA
    Williamsburg, VA
    Newport News, VA
  • 2006-09-22 → 2008-05-30
    Raymond James Financial Services, Inc.
    Newport News, VA
    Suffolk, VA
    Newport News, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-04-22
  • S63 Uniform Securities Agent State Law Examination
    2022-04-22
Designations
Other Names
  • Robin Tugwell
  • Robin Lynn Tugwell
  • Robin Lynn Harrell

View on SEC IAPD

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