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Advisor at MISSIONSQUARE RETIREMENT
WASHINGTON, DC | Gainesville, FL
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 | Aug 7, 2025 | n/a | yes | WASHINGTON, DC|Gainesville, FL | Current employment |
| TRANSAMERICA RETIREMENT ADVISORS, LLC | Bd affiliated wealth | Feb 28, 2020 | Jun 23, 2025 | no | St. Petersburg, FL|Gainesville, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 11, 2019 | Feb 4, 2020 | no | SAINT PETERSBURG, FL|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT ADVISORS, LLC | MISSIONSQUARE RETIREMENT | Jun 23, 2025 | Aug 7, 2025 | 45 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | TRANSAMERICA RETIREMENT ADVISORS, LLC | Feb 4, 2020 | Feb 28, 2020 | 24 | Firm change | Wirehouse to ibd |