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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-28 |
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 |
|---|---|---|---|---|
| C.A. Short Company | Shelby | NC | 02/2016 | 12/2016 |
| C.A. Short Company | Shelby | NC | 12/2016 | 06/2017 |
| Ubs Financial Services Inc. | Charlotte | NC | 06/2017 | 01/2019 |
| Ubs Financial Services Inc. | San Francisco | CA | 01/2019 | 03/2022 |
| Missionsquare Investment Services | Washington | DC | 04/2022 | Present |
| Missionsquare Retirement | Washington | DC | 04/2022 | Present |
Name: 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: Relationship Manager. Start Date: 4/18/2022. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-14 |
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