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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 |
|---|---|---|---|
| AK | RA | APPROVED | 2024-11-27 |
| MT | RA | APPROVED | 2024-11-27 |
| UT | RA | APPROVED | 2024-11-27 |
| ID | RA | APPROVED | 2024-11-26 |
| WA | RA | APPROVED | 2024-11-26 |
| OR | RA | APPROVED | 2017-05-09 |
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 | 11/2006 | Present |
Name: Marcola Youth Center. Non-investment related. Address: 94124 Marcola Rd/P.O. Box 902 Marcola OR, 97454. Nature of business: Youth activities, non-profit. Position: Volunteer Board Member, currently president of the board. Start Date: 07/01/2017. Number of hours per month devoted to other business: 10; during securities trading hours 0. Duties: Facilitate monthly meetings, administration work, fundraising, volunteer/supervise youth activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-13 |
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