Best Investors Account Sign in
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

Richmond, VA • 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 Retirement Corporation Washington DC 06/2015 10/2020
Ss&C Icma-Rc Washinton DC 10/2020 06/2021
Icma-Rc Services Llc Washington DC 06/2021 Present
  • 06/2015 → 10/2020
    Icma Retirement Corporation
    Washington, DC
  • 10/2020 → 06/2021
    Ss&C Icma-Rc
    Washinton, DC
  • 06/2021 → Present
    Icma-Rc Services Llc
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-23
S63 Uniform Securities Agent State Law Examination 2015-10-30
  • S65 Uniform Investment Adviser Law Examination
    2025-05-23
  • S63 Uniform Securities Agent State Law Examination
    2015-10-30

View on SEC IAPD

More in Richmond, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor