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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2023-09-07 |
| OH | RA | APPROVED | 2023-09-07 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-24 |
| S65 | Uniform Investment Adviser Law Examination | 2023-01-25 |
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