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Daniel Kierath

Missionsquare Retirement

Washington, DC

Atlanta, GA

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Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-03-24
GA RA APPROVED 2023-08-23
  • AL RA
    APPROVED
    Since 2026-03-24
  • GA RA
    APPROVED
    Since 2023-08-23

Branch Locations

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

Atlanta, GA • 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
Pfs Investments Inc. Smyrna GA 12/2020 07/2023
Primerica Financial Services Smyrna CA 04/2020 07/2023
Toca Impact Atlanta GA 05/2020 01/2021
Wuppertaler S.V. Loganville GA 06/2019 02/2020
Furman University Greenville SC 07/2015 05/2019
Furman Library Greenville SC 01/2018 05/2019
Landmark Financial Smyrna GA 01/2022 07/2023
Missionsquare Investment Services Washington DC 08/2023 Present
Missionsquare Retirement Washington DC 08/2023 Present
  • 12/2020 → 07/2023
    Pfs Investments Inc.
    Smyrna, GA
  • 04/2020 → 07/2023
    Primerica Financial Services
    Smyrna, CA
  • 05/2020 → 01/2021
    Toca Impact
    Atlanta, GA
  • 06/2019 → 02/2020
    Wuppertaler S.V.
    Loganville, GA
  • 07/2015 → 05/2019
    Furman University
    Greenville, SC
  • 01/2018 → 05/2019
    Furman Library
    Greenville, SC
  • 01/2022 → 07/2023
    Landmark Financial
    Smyrna, GA
  • 08/2023 → Present
    Missionsquare Investment Services
    Washington, DC
  • 08/2023 → Present
    Missionsquare Retirement
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-27
S63 Uniform Securities Agent State Law Examination 2021-04-21
  • S65 Uniform Investment Adviser Law Examination
    2022-01-27
  • S63 Uniform Securities Agent State Law Examination
    2021-04-21
Other Names
  • Danny Kierath
  • Daniel Kenneth Kierath

View on SEC IAPD

Other Firms

BRYSPEN, INCORPORATED
3WIRE INVESTMENT
LPL FINANCIAL LLC
ORIDIAN CAPITAL MANAGEMENT, L.P.
C5 CAPITAL USA LLC
AEB CAPITAL
DOMINION FINANCIAL CONSULTANTS, LLC
A.G.P. / ALLIANCE GLOBAL PARTNERS

Other Investors

LEAH SAWYER BRYAN
GARY ANDREW EDMONDS
JAMES DARRELL ZACK
HSIAO-CHUAN CHANG
AMANDA JEAN ZACK
CHRISTINE RUSHIN MISTR
CHARLES DOUGLAS HARTLEY
Marilyn McKinnon

Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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