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Advisor at MISSIONSQUARE RETIREMENT
WASHINGTON, DC | 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 | Washington, DC|WASHINGTON, DC | Current employment |
| EDWARD JONES | National bd RIA | Jul 22, 2024 | Sep 5, 2025 | no | WASHINGTON, DC|SILVER SPRING, MD | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Mar 31, 2023 | Jul 23, 2024 | no | Bethesda, MD | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Oct 13, 2021 | Apr 11, 2023 | no | WASHINGTON, DC | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 24, 2019 | Aug 4, 2021 | no | VIENNA, VA|Brentwood, MD|WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | MISSIONSQUARE RETIREMENT | Sep 5, 2025 | Nov 4, 2025 | 60 | Firm change | Ibd to ibd |
| MML INVESTORS SERVICES, LLC | EDWARD JONES | Jul 23, 2024 | Jul 22, 2024 | -1 | Firm change | Ibd to ibd |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | MML INVESTORS SERVICES, LLC | Apr 11, 2023 | Mar 31, 2023 | -11 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | Aug 4, 2021 | Oct 13, 2021 | 70 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 2881:10409:DC:2023-04-11 | Apr 11, 2023 | Mar 31, 2023 | WASHINGTON, DC | Firm change |
| 7691:2881:DC:2021-08-02 | Aug 4, 2021 | Oct 13, 2021 | WASHINGTON, DC | Firm change |