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Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2024-11-27
MT RA APPROVED 2024-11-27
OR RA APPROVED 2024-11-27
UT RA APPROVED 2024-11-27
ID RA APPROVED 2024-11-26
WA RA APPROVED 2018-04-27
  • AK RA
    APPROVED
    Since 2024-11-27
  • MT RA
    APPROVED
    Since 2024-11-27
  • OR RA
    APPROVED
    Since 2024-11-27
  • UT RA
    APPROVED
    Since 2024-11-27
  • ID RA
    APPROVED
    Since 2024-11-26
  • WA RA
    APPROVED
    Since 2018-04-27

Branch Locations

Sammamish, WA • 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
Icma Retirement Corporation Washington DC 08/2000 Present
  • 08/2000 → Present
    Icma Retirement Corporation
    Washington, DC
Other Businesses

Name: Sahalee Country Club. Non-investment related. Address: 21200 NE Sahalee CC Dr. Sammamish, WA98074. Nature of business: Not for profit golf club. Position: Committee member. Start Date: 01/01/2019. Number of hours per month devoted to other business: 2; during securities trading hours 0. Duties: Give suggestions on strategy pertaining to new members and give suggestions in regard to golf tournaments.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-26
S66 Uniform Combined State Law Examination 1998-08-26
  • S65 Uniform Investment Adviser Law Examination
    2018-04-26
  • S66 Uniform Combined State Law Examination
    1998-08-26

View on SEC IAPD

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