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Advisor at MISSIONSQUARE RETIREMENT
Germantown, MD | WASHINGTON, DC
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 RETIREMENT | Bd affiliated wealth | Nov 4, 2025 | n/a | yes | Germantown, MD|WASHINGTON, DC | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | May 14, 2018 | Nov 13, 2024 | no | MEMPHIS, TN|Memphis, TN|Southaven, MS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | MISSIONSQUARE RETIREMENT | Nov 13, 2024 | Nov 4, 2025 | 356 | Firm change | Ibd to ibd |