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Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2022-02-08
WA RA APPROVED 2015-12-02
OR RA APPROVED 2015-12-01
  • AK RA
    APPROVED
    Since 2022-02-08
  • WA RA
    APPROVED
    Since 2015-12-02
  • OR RA
    APPROVED
    Since 2015-12-01

Branch Locations

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

Sandy, OR • 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
Icma-Rc Washington DC 10/2015 Present
  • 10/2015 → Present
    Icma-Rc
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-07
S63 Uniform Securities Agent State Law Examination 2013-04-17
  • S65 Uniform Investment Adviser Law Examination
    2013-05-07
  • S63 Uniform Securities Agent State Law Examination
    2013-04-17

View on SEC IAPD

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