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Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-03-11
MO RA APPROVED 2026-03-11
  • IL RA
    APPROVED
    Since 2026-03-11
  • MO RA
    APPROVED
    Since 2026-03-11

Branch Locations

Brentwood, MO • 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
OrganizationCityStateFromTo
Edward Jones St. Louis MO 06/2024 02/2026
University Of Missouri - Columbia Columbia MO 08/2020 05/2024
Hy-Vee Moline IL 04/2020 01/2022
Riverside Family Aquatics Moline IL 05/2018 08/2019
Full-Time Student Moline IL 08/2007 08/2020
University Of Missouri - Columbia Columbia MO 08/2020 05/2024
Missionsquare Wealth Management Washington DC 03/2026 Present
Missionsquare Retirement Washington DC 03/2026 Present
  • 06/2024 → 02/2026
    St. Louis, MO
  • 08/2020 → 05/2024
    University Of Missouri - Columbia
    Columbia, MO
  • 04/2020 → 01/2022
    Hy-Vee
    Moline, IL
  • 05/2018 → 08/2019
    Riverside Family Aquatics
    Moline, IL
  • 08/2007 → 08/2020
    Full-Time Student
    Moline, IL
  • 08/2020 → 05/2024
    University Of Missouri - Columbia
    Columbia, MO
  • 03/2026 → Present
    Missionsquare Wealth Management
    Washington, DC
  • 03/2026 → Present
    Washington, DC
Previous Registrations
  • 2024-10-10 → 2026-02-26
    St. Louis, MO
    Brentwood, MO
    University City, MO
    St Louis, MO
    University City, MO
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: 03/02/2026. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-07
  • S66 Uniform Combined State Law Examination
    2024-10-07
Other Names
  • Adam Jay Klumb

View on SEC IAPD

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