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777 North Capitol Street, Ne, Washington, DC 20002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-02-27 |
Branch Locations
777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240 • United States
Hoover, AL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simon Markets Llc | Birmingham | AL | 07/2022 | 09/2023 |
| Regions Bank | Birmingham | AL | 09/2018 | 05/2022 |
| Homemaker | Chelsea | AL | 05/2022 | 07/2022 |
| Sanibel Sunglass Company | Hoover | AL | 08/2017 | 05/2019 |
| Whole Foods | Birmingham | AL | 08/2017 | 03/2018 |
| Benchmark Automotive | Irondale | AL | 05/2017 | 08/2017 |
| European Wax Center | Birmingham | AL | 01/2017 | 07/2017 |
| Ihop | Hoover | AL | 08/2016 | 12/2016 |
| Institutional Capital Network, Inc. | New York | NY | 08/2022 | 09/2023 |
| Missionsquare Wealth Management | Washington | DC | 09/2023 | Present |
| Missionsquare Retirement | Washington | DC | 09/2023 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-03 |
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