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 WEALTH MANAGEMENT

Current firm class

no raum reportedderived

Book size

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

Industry start

Dec 5, 2001earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 5, 2001

First registration

Jul 25, 2016

Dual registered

yes, broker-dealer

Other names

FRANCIS LAWRENCE BARBIERI|FRANCIS LAURENCE BARBIERI|Frank Barbieri

IAPD individual key

4460435

• Occurred

  Apr 1, 2026
  Advisor changed firm

  Francis Lawrence Barbieri left Missionsquare Retirement for Missionsquare Wealth Management (registered 2026-04-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3f8a1a9d-6884-8333-0182-78d507abc6cb

First observed

Jul 25, 2016

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.