Treasurer/finop · Missionsquare Wealth Management
Richard Patrick Whitty
CRD 1988149 · Named on Form ADV at one SEC-registered adviser
At a glance
Missionsquare Wealth Management, an SEC-registered broker-dealer firm based in Washington, DC with $0 in regulatory assets, lists Richard Patrick Whitty on its Form ADV as Treasurer/finop, a control person.
Firms and roles
- Missionsquare Wealth ManagementTreasurer/finopBroker-dealer firm · Washington, DC · $0M in regulatory assets
AtlasMembers
Richard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Peter Davidson GaneyManager, Missionsquare Wealth Management
- Shannon Daniel HogendornChief Operations Officer, Missionsquare Wealth Management
- Gary HolmesChief Compliance Officer, Missionsquare Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.