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Missionsquare Retirement CRD 108783
$6.31B regulatory AUM 3,264 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-01 |
| AK | RA | APPROVED | 2024-11-27 |
| UT | RA | APPROVED | 2024-11-27 |
| MT | RA | APPROVED | 2023-08-28 |
| ID | RA | APPROVED | 2023-08-25 |
| WA | RA | APPROVED | 2023-08-25 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Cheney, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Woodside | CA | 03/2007 | 04/2019 |
| My Portfolio Guide | Seal Beach | CA | 09/2019 | 09/2021 |
| Unemployed | Portland | OR | 05/2019 | 09/2019 |
| Wealthfactor, Llc | Lake Oswego | OR | 09/2019 | 06/2022 |
| Farther Finance Advisors, Llc | Lake Oswego | OR | 06/2022 | 01/2023 |
| Missionsquare Retirement | Washington | DC | 08/2023 | Present |
| Missionsquare Investment Services | Washington | DC | 08/2023 | Present |
| Unemployed | Tigard | OR | 02/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-12 |
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