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Current Employers
Missionsquare Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-03
  • NC RA
    APPROVED
    Since 2026-03-03

Branch Locations

Havertown, PA • United States

Huntersville, NC • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2013 → 02/2022
    Hewitt Financial Services Llc
    Charlotte, NC
  • 03/2013 → 02/2022
    Aon Hewitt Financial Advisors Llc
    Charlotte, NC
  • 02/2022 → Present
    Missionsquare Investment Services
    Washington, DC
  • 02/2022 → Present
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-17
S63 Uniform Securities Agent State Law Examination 1987-08-28
  • S65 Uniform Investment Adviser Law Examination
    2007-09-17
  • S63 Uniform Securities Agent State Law Examination
    1987-08-28
Designations

View on SEC IAPD

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