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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 |
| MD | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2022-11-04 |
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 |
|---|---|---|---|---|
| Allstate Insurance Co | Arlington | VA | 01/2013 | 10/2022 |
| Missionsquare Investment Services | Washington | DC | 10/2022 | 02/2026 |
| Missionsquare Retirement | Washington | DC | 10/2022 | 02/2026 |
| Voya Financial Advisors | Fairfax | VA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-22 |
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