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Account
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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-04-28 |
| MT | RA | APPROVED | 2024-12-19 |
| AR | RA | APPROVED | 2024-12-17 |
| ND | RA | APPROVED | 2024-12-16 |
| AZ | RA | APPROVED | 2024-12-13 |
| OR | RA | APPROVED | 2024-12-13 |
| NV | RA | APPROVED | 2024-12-12 |
| NM | RA | APPROVED | 2024-12-12 |
| AK | RA | APPROVED | 2024-12-11 |
| CO | RA | APPROVED | 2024-12-11 |
| ID | RA | APPROVED | 2024-12-11 |
| IA | RA | APPROVED | 2024-12-11 |
| KS | RA | APPROVED | 2024-12-11 |
| LA | RA | APPROVED | 2024-12-11 |
| MN | RA | APPROVED | 2024-12-11 |
| MO | RA | APPROVED | 2024-12-11 |
| NE | RA | APPROVED | 2024-12-11 |
| OK | RA | APPROVED | 2024-12-11 |
| SD | RA | APPROVED | 2024-12-11 |
| UT | RA | APPROVED | 2024-12-11 |
| WY | RA | APPROVED | 2024-12-11 |
| WA | RA | APPROVED | 2024-12-10 |
| CA | RA | APPROVED | 2022-11-01 |
| TX | RA | APPROVED | 2022-11-01 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 01/2013 | 01/2021 |
| Mml Distributors, Llc | Springfield | MA | 01/2013 | 01/2021 |
| Gwfs Equities, Inc. | La Mesa | CA | 01/2021 | 09/2022 |
| Missionsquare Investment Services | Washington | DC | 09/2022 | Present |
| Missionsquare Retirement | Washington | DC | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-31 |
| S66 | Uniform Combined State Law Examination | 2008-01-05 |
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