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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 2024-12-02
UT RA APPROVED 2024-11-27
MT RA APPROVED 2023-09-28
ID RA APPROVED 2023-09-27
OR RA APPROVED 2023-09-22
WA RA APPROVED 2023-09-22
  • AK RA
    APPROVED
    Since 2024-12-02
  • UT RA
    APPROVED
    Since 2024-11-27
  • MT RA
    APPROVED
    Since 2023-09-28
  • ID RA
    APPROVED
    Since 2023-09-27
  • OR RA
    APPROVED
    Since 2023-09-22
  • WA RA
    APPROVED
    Since 2023-09-22

Branch Locations

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

Vancouver, WA • 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
Fisher Investments Camas WA 01/2022 08/2023
Market Leader Vancouver WA 12/2021 01/2022
Wyndham Desitnations Portland OR 10/2021 11/2021
Heartland Payment Systems Vancouver WA 08/2021 09/2021
Greengro Biologicals Windsor CA 01/2021 08/2021
Pinnacle Pro Logistics Vancouver WA 11/2020 12/2020
Tradesmen International Vancouver WA 12/2019 10/2020
Dabella Hillsboro OR 08/2019 11/2019
Real Food Market And Deli Helena MT 05/2019 08/2019
Laurel Ford Laurel MT 03/2019 04/2019
Verizon Wireless Helena MT 04/2014 01/2019
Missionsquare Retirement Washington DC 08/2023 Present
Missionsquare Investment Services Washington DC 08/2023 Present
  • 01/2022 → 08/2023
    Camas, WA
  • 12/2021 → 01/2022
    Market Leader
    Vancouver, WA
  • 10/2021 → 11/2021
    Wyndham Desitnations
    Portland, OR
  • 08/2021 → 09/2021
    Heartland Payment Systems
    Vancouver, WA
  • 01/2021 → 08/2021
    Greengro Biologicals
    Windsor, CA
  • 11/2020 → 12/2020
    Pinnacle Pro Logistics
    Vancouver, WA
  • 12/2019 → 10/2020
    Tradesmen International
    Vancouver, WA
  • 08/2019 → 11/2019
    Dabella
    Hillsboro, OR
  • 05/2019 → 08/2019
    Real Food Market And Deli
    Helena, MT
  • 03/2019 → 04/2019
    Laurel Ford
    Laurel, MT
  • 04/2014 → 01/2019
    Verizon Wireless
    Helena, MT
  • 08/2023 → Present
    Washington, DC
  • 08/2023 → Present
    Missionsquare Investment Services
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-09
  • S65 Uniform Investment Adviser Law Examination
    2022-05-09

View on SEC IAPD

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