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Advisor at MISSIONSQUARE WEALTH MANAGEMENT
LONGWOOD, FL | Havertown, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MISSIONSQUARE WEALTH MANAGEMENT | No RAUM reported | Mar 2, 2026 | n/a | yes | LONGWOOD, FL|Havertown, PA | Current employment |
| MISSIONSQUARE RETIREMENT | Bd affiliated wealth | Feb 10, 2014 | Mar 16, 2026 | no | LONGWOOD, FL|WASHINGTON, DC | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Mar 10, 2010 | May 21, 2010 | no | ORLANDO, FL | Previous registration |
| TOUCHSTONE ADVISORS INC | Asset manager | Jan 7, 2009 | Nov 23, 2009 | no | CINCINNATI, OH | Previous registration |
| VOYA INVESTMENT MANAGEMENT CO. LLC | Asset manager | Apr 8, 2008 | Sep 12, 2008 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MISSIONSQUARE RETIREMENT | MISSIONSQUARE WEALTH MANAGEMENT | Mar 16, 2026 | Mar 2, 2026 | -14 | Bulk transfer | Ibd to new firm |
| CETERA ADVISOR NETWORKS LLC | MISSIONSQUARE RETIREMENT | May 21, 2010 | Feb 10, 2014 | 1,361 | Firm change after gap | Other |
| TOUCHSTONE ADVISORS INC | CETERA ADVISOR NETWORKS LLC | Nov 23, 2009 | Mar 10, 2010 | 107 | Firm change | Other |
| VOYA INVESTMENT MANAGEMENT CO. LLC | TOUCHSTONE ADVISORS INC | Sep 12, 2008 | Jan 7, 2009 | 117 | Firm change | Other |