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

Apr 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Dec 19, 2019

First registration

Jan 30, 2023

Dual registered

yes, broker-dealer

Other names

MANUEL BELTRANZUNIGA

IAPD individual key

7181585

• Occurred

  Jun 20, 2025
  Advisor changed firm

  Manuel Beltran Zuniga left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Missionsquare Retirement (registered 2025-06-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dd33d25d-7ab1-5f31-a1f6-166d76c1e94f

First observed

Jan 30, 2023

Last observed

Sep 14, 2026 7 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.