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Current Employers
Missionsquare Retirement

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-06-24
  • MA RA
    APPROVED
    Since 2025-06-24

Branch Locations

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States

Plymouth, MA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chillis Grill & Bar Braintree MA 06/2007 09/2016
Voya Retirement Advisors Braintree MA 09/2014 03/2025
Voya Financial Braintree MA 09/2014 03/2025
Voya Financial Partners, Llc Braintree MA 09/2016 03/2025
Missionsquare Investment Services Washington DC 03/2025 Present
Missionsquare Retirement Washington DC 03/2025 Present
  • 06/2007 → 09/2016
    Chillis Grill & Bar
    Braintree, MA
  • 09/2014 → 03/2025
    Voya Retirement Advisors
    Braintree, MA
  • 09/2014 → 03/2025
    Voya Financial
    Braintree, MA
  • 09/2016 → 03/2025
    Voya Financial Partners, Llc
    Braintree, MA
  • 03/2025 → Present
    Missionsquare Investment Services
    Washington, DC
  • 03/2025 → Present
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-07
S63 Uniform Securities Agent State Law Examination 2004-06-30
  • S65 Uniform Investment Adviser Law Examination
    2004-12-07
  • S63 Uniform Securities Agent State Law Examination
    2004-06-30
Other Names
  • Jason Michael White

View on SEC IAPD

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