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Missionsquare Retirement CRD 108783
$6.31B regulatory AUM 3,264 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2018-06-06 |
Branch Locations
Glen Allen, VA • United States
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • 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 |
|---|---|---|---|---|
| Arsenal Financial Group Llc | Richmond | VA | 09/2014 | 03/2018 |
| Pie-Tech Inc | Powhatan | VA | 05/2017 | 04/2018 |
| Icma-Rc | Washington | DC | 04/2018 | Present |
| Teleperformance Usa | Richmond | VA | 07/2016 | 03/2017 |
Name: Christ Church Episcopal. Investment related. Address: 5000 Pouncey Tract Road, Glen Allen, VA 23059. Nature of business: Church. Position: Nominated to be member of the church Investment Committee. Start date: 07/01/2021. Number of hours/month devoted to the other business: two; zero during security trading hours. Duties: I will be serving on the Investment Committee of a church - duties include reviewing investments and voting as one of the committee on investment decisions for the endowment.fund which will be then passed on as a recommendation for the Vestry to implement.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-10-08 |
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