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Liam Ehlers

Missionsquare Retirement

San Carlos, CA

Washington, DC

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Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2024-12-02
CA RA APPROVED 2024-11-04
  • NV RA
    APPROVED
    Since 2024-12-02
  • CA RA
    APPROVED
    Since 2024-11-04

Branch Locations

San Carlos, 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
Trustage Madison WI 06/2023 08/2023
Gaf Parsippany NJ 06/2022 08/2022
The Bay Club Company Redwood City CA 10/2021 01/2022
Whole Foods San Mateo CA 01/2021 07/2021
The Bay Club Company Redwood City CA 05/2018 03/2020
Precision Parking San Carlos CA 05/2019 08/2019
Fidelity Investments Campbell CA 12/2023 10/2024
San Diego State University San Diego CA 08/2019 05/2023
Junipero Serra High School San Mateo CA 08/2015 05/2019
Unemployed San Carlos CA 09/2023 11/2023
Missionsquare Investment Services, Llc Washington DC 10/2024 Present
Missionsquare Retirement Washington DC 10/2024 Present
  • 06/2023 → 08/2023
    Trustage
    Madison, WI
  • 06/2022 → 08/2022
    Gaf
    Parsippany, NJ
  • 10/2021 → 01/2022
    The Bay Club Company
    Redwood City, CA
  • 01/2021 → 07/2021
    Whole Foods
    San Mateo, CA
  • 05/2018 → 03/2020
    The Bay Club Company
    Redwood City, CA
  • 05/2019 → 08/2019
    Precision Parking
    San Carlos, CA
  • 12/2023 → 10/2024
    Fidelity Investments
    Campbell, CA
  • 08/2019 → 05/2023
    San Diego State University
    San Diego, CA
  • 08/2015 → 05/2019
    Junipero Serra High School
    San Mateo, CA
  • 09/2023 → 11/2023
    Unemployed
    San Carlos, CA
  • 10/2024 → Present
    Missionsquare Investment Services, Llc
    Washington, DC
  • 10/2024 → Present
    Missionsquare Retirement
    Washington, DC
Previous Registrations
  • 2024-05-31 → 2024-10-08
    Fidelity Personal And Workplace Advisors
    Campbell, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-10
  • S66 Uniform Combined State Law Examination
    2024-05-10
Other Names
  • Liam Stephen Ehlers

View on SEC IAPD

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