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Joan M O'COnnell

Missionsquare Retirement

San Diego, CA

Washington, DC

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Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-23
  • CA RA
    APPROVED
    Since 2024-12-23

Branch Locations

San Diego, CA • 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
Joan O'COnnell San Diego CA 12/2006 09/2023
Blue Water Capital Management, Llc San Diego CA 07/2008 01/2021
Blue Water Capital Management, Llc Apex NC 01/2021 11/2023
Missionsquare Investment Services Washington DC 12/2024 Present
Missionsquare Retirement Washington DC 12/2024 Present
Joan O'COnnell Consulting San Diego CA 12/2023 11/2024
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-29
S63 Uniform Securities Agent State Law Examination 1992-09-03
  • S65 Uniform Investment Adviser Law Examination
    2007-05-29
  • S63 Uniform Securities Agent State Law Examination
    1992-09-03
Other Names
  • Joan Marie Oconnell

View on SEC IAPD

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