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Current Employers
Missionsquare Wealth Management

777 North Capitol Street, Ne, Washington, DC 20002 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-02
  • FL RA
    APPROVED
    Since 2026-03-02

Branch Locations

Havertown, PA • United States

Longwood, FL • 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 Retirement Corporation Washington DC 11/2013 Present
  • 11/2013 → Present
    Icma Retirement Corporation
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-12-27
S66 Uniform Combined State Law Examination 2008-02-05
S65 Uniform Investment Adviser Law Examination 1996-05-08
  • S63 Uniform Securities Agent State Law Examination
    2013-12-27
  • S66 Uniform Combined State Law Examination
    2008-02-05
  • S65 Uniform Investment Adviser Law Examination
    1996-05-08
Designations

View on SEC IAPD

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