Zachary Rosequist

Current Employers

Missionsquare Retirement

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2026-03-13
AL	RA	APPROVED	2026-03-12

GA RA
APPROVED

Since 2026-03-13
AL RA
APPROVED

Since 2026-03-12

Branch Locations

Atlanta, GA • United States

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Virginia Beach	VA	04/2017	12/2017
Pnc Bank	Virginia Beach	VA	08/2016	04/2017
Bank Of America, N.A.	Virginia Beach	VA	04/2017	12/2017
Td Ameritrade	Virginia Beach	VA	02/2019	12/2022
Claims Compensation Bureau	Norfolk	VA	04/2018	02/2019
Unemployed	Virginia Beach	VA	12/2017	04/2018
Charles Schwab And Co., Inc.	Virginia Beach	VA	12/2022	03/2024
Hightower Advisors	Chicago	IL	03/2024	04/2025
Wealth Enhancement Group	Atlanta	GA	05/2025	02/2026
Wealth Enhancement Advisory Services	Atlanta	GA	05/2025	02/2026
Missionsquare Wealth Management	Washington	DC	03/2026	Present
Missionsquare Retirement	Washington	DC	03/2026	Present

04/2017 → 12/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Virginia Beach, VA
08/2016 → 04/2017

Pnc Bank

Virginia Beach, VA
04/2017 → 12/2017

Bank Of America, N.A.

Virginia Beach, VA
02/2019 → 12/2022

Td Ameritrade

Virginia Beach, VA
04/2018 → 02/2019

Claims Compensation Bureau

Norfolk, VA
12/2017 → 04/2018

Unemployed

Virginia Beach, VA
12/2022 → 03/2024

Charles Schwab And Co., Inc.

Virginia Beach, VA
03/2024 → 04/2025

Hightower Advisors

Chicago, IL
05/2025 → 02/2026

Wealth Enhancement Group

Atlanta, GA
05/2025 → 02/2026

Wealth Enhancement Advisory Services

Atlanta, GA
03/2026 → Present

Missionsquare Wealth Management

Washington, DC
03/2026 → Present

Missionsquare Retirement

Washington, DC

Previous Registrations

2025-05-08 → 2026-02-02

Wealth Enhancement Advisory Services, Llc

Plymouth, MN

Atlanta, GA
2024-03-11 → 2025-04-24

Hightower Advisors, Llc

Alpharetta, GA

Chicago, IL
2022-02-17 → 2024-01-09

Charles Schwab & Co., Inc.

Virginia Beach, VA
2019-03-07 → 2023-09-07

Td Ameritrade Investment Management, Llc

Virginia Beach, VA

Virginia Beach, VA
2019-03-06 → 2022-10-14

Td Ameritrade, Inc.

Virginia Beach, VA
2017-07-24 → 2017-11-27

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Virginia Beach, VA

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: 3/2/2026. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-21

S66 Uniform Combined State Law Examination

2017-07-21

Designations

Other Names

Zachary Rosequist
Zachary Grant Rosequist

View on SEC IAPD