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Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-30
  • CA RA
    APPROVED
    Since 2026-01-30

Branch Locations

Costa Mesa, CA • 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
New York Life Insurance Company Irvine CA 10/2024 01/2026
Atrium Payroll Services Pittsburgh PA 05/2023 09/2024
Grand Canyon Education Phoenix AZ 01/2023 05/2023
Grand Canyon University Phoenix AZ 02/2020 01/2023
Brookdale Senior Living Danville CA 12/2019 08/2020
Esperanza High School Anaheim CA 01/2016 01/2020
Pick Up Stix Placentia CA 01/2019 06/2019
Nylife Securities Llc Pittsburgh PA 10/2024 01/2026
Eagle Strategies Llc Anaheim CA 02/2025 01/2026
Blue Cedar Financial And Insurance Solutions Anaheim CA 07/2025 01/2026
Missionsquare Wealth Management Washington DC 01/2026 Present
Missionsquare Retirement Washington DC 01/2026 Present
  • 10/2024 → 01/2026
    New York Life Insurance Company
    Irvine, CA
  • 05/2023 → 09/2024
    Atrium Payroll Services
    Pittsburgh, PA
  • 01/2023 → 05/2023
    Grand Canyon Education
    Phoenix, AZ
  • 02/2020 → 01/2023
    Grand Canyon University
    Phoenix, AZ
  • 12/2019 → 08/2020
    Brookdale Senior Living
    Danville, CA
  • 01/2016 → 01/2020
    Esperanza High School
    Anaheim, CA
  • 01/2019 → 06/2019
    Pick Up Stix
    Placentia, CA
  • 10/2024 → 01/2026
    Nylife Securities Llc
    Pittsburgh, PA
  • 02/2025 → 01/2026
    Anaheim, CA
  • 07/2025 → 01/2026
    Blue Cedar Financial And Insurance Solutions
    Anaheim, CA
  • 01/2026 → Present
    Missionsquare Wealth Management
    Washington, DC
  • 01/2026 → Present
    Washington, DC
Previous Registrations
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: 1/20/2026. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-27
S63 Uniform Securities Agent State Law Examination 2024-11-27
  • S65 Uniform Investment Adviser Law Examination
    2025-02-27
  • S63 Uniform Securities Agent State Law Examination
    2024-11-27

View on SEC IAPD

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