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Douglas G Featherstone

Missionsquare Retirement

Oxford, MI

Washington, DC

CRD 5691203

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Employer firm

Missionsquare Retirement CRD 108783

$6.31B regulatory AUM 3,264 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-09-07
OH RA APPROVED 2023-09-07
  • MI RA
    APPROVED
    Since 2023-09-07
  • OH RA
    APPROVED
    Since 2023-09-07

Branch Locations

Oxford, MI • 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
Jp Morgan Chase Bank Na Warren MI 07/2009 12/2017
J.P. Morgan Securities Llc Sterling Heights MI 10/2012 12/2017
Alerus Financial Lansing MI 12/2017 07/2022
Cg Advisory Services Dba Cg Financial Services Williamston MI 07/2022 08/2023
Missionsquare Retirement Washington DC 08/2023 Present
Missionsquare Wealth Management Washington DC 08/2023 Present
  • 07/2009 → 12/2017
    Jp Morgan Chase Bank Na
    Warren, MI
  • 10/2012 → 12/2017
    J.P. Morgan Securities Llc
    Sterling Heights, MI
  • 12/2017 → 07/2022
    Alerus Financial
    Lansing, MI
  • 07/2022 → 08/2023
    Cg Advisory Services Dba Cg Financial Services
    Williamston, MI
  • 08/2023 → Present
    Washington, DC
  • 08/2023 → Present
    Missionsquare Wealth Management
    Washington, DC
Previous Registrations
Other Businesses

MissionSquare Retirement. Investment related. Nature of Business: MissionSquare is a Delaware non-profit corporation established in 1972 to assist state and local governments and their agencies and instrumentalities ("plan sponsors") in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. Address: 777 N. Capitol Street, NE, Washington, DC 20002. Position: Senior Internal Wholesaler. Start Date: 8/21/2023. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-03-24
S65 Uniform Investment Adviser Law Examination 2023-01-25
  • S63 Uniform Securities Agent State Law Examination
    2026-03-24
  • S65 Uniform Investment Adviser Law Examination
    2023-01-25
Other Names
  • Doug Featherstone

View on SEC IAPD

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