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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-12-16 |
| SC | RA | APPROVED | 2024-12-02 |
| MD | RA | APPROVED | 2024-11-26 |
| NC | RA | APPROVED | 2024-11-26 |
| MS | RA | APPROVED | 2022-11-08 |
| FL | RA | APPROVED | 2022-11-07 |
| GA | RA | APPROVED | 2022-11-03 |
| AL | RA | APPROVED | 2022-10-14 |
| KY | RA | APPROVED | 2018-06-04 |
| DC | RA | APPROVED | 2016-12-27 |
| VA | RA | APPROVED | 2016-12-01 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icma Retirement Corporation | Washington | DC | 02/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-30 |
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