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777 North Capitol Street, Ne, Washington, DC 20002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-03 |
Branch Locations
Huntersville, NC • 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 |
|---|---|---|---|---|
| Hewitt Financial Services Llc | Charlotte | NC | 03/2013 | 02/2022 |
| Aon Hewitt Financial Advisors Llc | Charlotte | NC | 03/2013 | 02/2022 |
| Missionsquare Investment Services | Washington | DC | 02/2022 | Present |
| Missionsquare Retirement | Washington | DC | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-28 |
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