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Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2024-12-06
DE RA APPROVED 2024-12-05
NH RA APPROVED 2024-12-04
WV RA APPROVED 2024-12-03
MD RA APPROVED 2024-12-02
PA RA APPROVED 2024-12-02
VT RA APPROVED 2024-12-02
NJ RA APPROVED 2024-11-29
OH RA APPROVED 2024-11-29
RI RA APPROVED 2024-11-29
NY RA APPROVED 2021-12-01
CT RA APPROVED 2021-01-22
  • ME RA
    APPROVED
    Since 2024-12-06
  • DE RA
    APPROVED
    Since 2024-12-05
  • NH RA
    APPROVED
    Since 2024-12-04
  • WV RA
    APPROVED
    Since 2024-12-03
  • MD RA
    APPROVED
    Since 2024-12-02
  • PA RA
    APPROVED
    Since 2024-12-02
  • VT RA
    APPROVED
    Since 2024-12-02
  • NJ RA
    APPROVED
    Since 2024-11-29
  • OH RA
    APPROVED
    Since 2024-11-29
  • RI RA
    APPROVED
    Since 2024-11-29
  • NY RA
    APPROVED
    Since 2021-12-01
  • CT RA
    APPROVED
    Since 2021-01-22

Branch Locations

Simsbury, CT • 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
Ameritas Investment Corp Lincoln NE 08/2015 05/2019
Ameritas Life Insurance Corp Lincoln NE 08/2015 05/2019
Cetera Advisor Networks El Segundo CA 05/2019 04/2020
Robert S. Hensley And Associates Avon CT 05/2019 03/2020
Unemployed Simsbury CT 04/2020 01/2021
Icma-Rc Washington DC 01/2021 Present
  • 08/2015 → 05/2019
    Ameritas Investment Corp
    Lincoln, NE
  • 08/2015 → 05/2019
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 05/2019 → 04/2020
    Cetera Advisor Networks
    El Segundo, CA
  • 05/2019 → 03/2020
    Robert S. Hensley And Associates
    Avon, CT
  • 04/2020 → 01/2021
    Unemployed
    Simsbury, CT
  • 01/2021 → Present
    Icma-Rc
    Washington, DC
Previous Registrations
  • 2019-09-06 → 2020-04-13
    Cetera Wealth Services, Llc
    Avon, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-23
S63 Uniform Securities Agent State Law Examination 1992-01-03
  • S65 Uniform Investment Adviser Law Examination
    2019-08-23
  • S63 Uniform Securities Agent State Law Examination
    1992-01-03

View on SEC IAPD

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