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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-24 |
| DC | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Springfield | VA | 06/2016 | 10/2023 |
| Pfs Investments Inc | Springfield | VA | 02/2003 | 10/2023 |
| Servicesource, Inc | Alexandria | VA | 07/2007 | 04/2021 |
| Fairfax County Public Schools | Falls Church | VA | 03/2018 | 04/2021 |
| Service Corporation International | Houston | TX | 07/2018 | 04/2021 |
| Fairfax Honda ( Rosenthal Automotive) | Fairfax | VA | 04/2021 | 11/2021 |
| Landmark Honda | Fairfax | VA | 05/2021 | 10/2021 |
| Technuff Llc | Rockville | MD | 10/2021 | 01/2023 |
| Missionsquare Investment Services | Washington | DC | 10/2023 | Present |
| Missionsquare Retirement | Washington | DC | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-10 |
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