This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MISSIONSQUARE RETIREMENT

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

13

Exams

S65|S63

First exam

Aug 12, 2013

First registration

Jul 23, 2013

Dual registered

yes, broker-dealer

Other names

ANNE MARIE PETROSKY|ANNE MARIE JIMENEZ

IAPD individual key

5992331

Graph

RIA / Wealth Management

Canonical id

dfx:ria:122c09ea-5786-db7b-fa85-6349d7f6bf37

First observed

Jul 23, 2013

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.