David Lloyd

Employer firm

Missionsquare Retirement CRD 108783

$6.31B regulatory AUM 3,264 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 02/2018
  Lpl Financial Llc
  Sarasota, FL
• 10/2014 → 02/2018
  Srq Wealth Advisory, Llc
  Sarasota, FL
• 04/2018 → 04/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Port Orchard, WA
• 04/2018 → 04/2019
  Bank Of America, N.A.
  Port Orchard, WA
• 04/2019 → 08/2020
  Mobile Workforce
  Gig Harbor, WA
• 03/2021 → 08/2021
  Cms Energy Advisors
  Sumner, WA
• 10/2021 → 02/2024
  Cintas First Aid & Safety
  Auburn, WA
• 02/2024 → 03/2024
  Seattle Fire Department
  Seattle, WA
• 08/2024 → 07/2026
  Modern Woodment Of America
  Rock Island, IL
• 03/2024 → 07/2024
  Unemployed
  Puyallup, WA
• 09/2020 → 02/2021
  Unemployed
  Puyallup, WA
• 08/2024 → 07/2026
  Mwa Financial Services Inc.
  Rock Island, IL
• 07/2026 → Present
  Missionsquare Wealth Management
  Puyallup, WA
• 07/2026 → Present
  Missionsquare Retirement
  Puyallup, WA

Previous Registrations

• 2018-04-16 → 2019-04-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Port Orchard, WA
  Gig Harbor, WA
• 2016-11-16 → 2018-02-28
  Srq Wealth Advisory, Llc
  Sarasota, FL
• 2015-08-04 → 2017-03-15
  Lpl Financial Llc
  Sarasota, FL

Other Businesses

MissionSquare Retirement. Investment related. Nature of Business: MissionSquare is a Delaware non-profit corporation established in 1972 to assist state and local governments and their agencies and instrumentalities (“plan sponsors”) in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. Address: 777 N. Capitol Street, NE, Washington, DC 20002. Position: Retirement Plans Specialist. Start Date: 07/20/2026. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-27
• S65 Uniform Investment Adviser Law Examination
  2015-08-01
• S63 Uniform Securities Agent State Law Examination
  2011-09-16

Other Names

• David Andrew Lloyd
• David Lloyd
• David A Lloyd