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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 |
|---|---|---|---|
| ME | RA | APPROVED | 2024-12-06 |
| DE | RA | APPROVED | 2024-12-05 |
| NH | RA | APPROVED | 2024-12-04 |
| WV | RA | APPROVED | 2024-12-03 |
| MD | RA | APPROVED | 2024-12-02 |
| VT | RA | APPROVED | 2024-12-02 |
| CT | RA | APPROVED | 2024-11-29 |
| NY | RA | APPROVED | 2024-11-29 |
| OH | RA | APPROVED | 2024-11-29 |
| RI | RA | APPROVED | 2024-11-29 |
| NJ | RA | APPROVED | 2023-08-15 |
| PA | RA | APPROVED | 2023-08-11 |
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 |
|---|---|---|---|---|
| Persante Healthcare | Mount Laurel | NJ | 10/2013 | 04/2018 |
| Medford Medical Supply | Medford | NJ | 05/2005 | 04/2018 |
| Gwn Securities Inc. | Palm Beach Gardens | FL | 07/2015 | 04/2018 |
| Voya Financial Advisors, Inc. | Moorestown | NJ | 04/2018 | 08/2023 |
| Missionsquare Investment Services | Washington | DC | 08/2023 | Present |
| Missionsquare Retirement | Washington | DC | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-04 |
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