Craig J. Mesick
Professional summary
Craig J Mesick, who also goes by Craig J. Mesick, Craig Joseph Mesick, is a registered financial professional currently at MISSIONSQUARE WEALTH MANAGEMENT located in Washington, District Of Columbia.
Craig is registered as a RR (Registered Representative) and started their career in finance in 2002. Craig has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Craig J Mesick's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 15, 2026 - Present
MISSIONSQUARE WEALTH MANAGEMENT
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240November 12, 2015 - September 3, 2020
VOYA FINANCIAL ADVISORS, INC.
July 9, 2015 - September 3, 2020
VOYA FINANCIAL ADVISORS, INC.
May 23, 2011 - June 29, 2015
JANNEY MONTGOMERY SCOTT LLC
May 23, 2011 - June 29, 2015
JANNEY MONTGOMERY SCOTT LLC
April 12, 2010 - May 23, 2011
PERSHING LLC
January 15, 2009 - May 23, 2011
BNY ADVISORS
March 14, 2008 - April 1, 2010
BNY MELLON SECURITIES CORPORATION
February 13, 2007 - April 5, 2010
LOCKWOOD FINANCIAL SERVICES, INC.
December 15, 2003 - March 17, 2008
PERSHING LLC
October 31, 2003 - March 27, 2008
BNY ADVISORS
October 31, 2003 - December 15, 2003
LOCKWOOD FINANCIAL SERVICES, INC.
August 9, 2002 - July 2, 2003
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 3/29/2024
General Securities Representative ExaminationFINRA
Current Firm
MISSIONSQUARE WEALTH MANAGEMENT
CRD#: 23189 / SEC#: , 8-40268
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION D/B/A MISSIONSQUARE RETIREMENT | MEMBER/OWNER | |
| GANEY, PETER DAVIDSON | MANAGER | 2282691 |
| HOGENDORN, SHANNON DANIEL | CHIEF OPERATIONS OFFICER | 3221945 |
| HOGENDORN, SHANNON DANIEL | PRESIDENT & PRINCIPAL MANAGER | 3221945 |
| RICHARDS, CLIFF LAWRENCE | CHIEF COMPLIANCE OFFICER | 2974428 |
| WHITTY, RICHARD PATRICK | TREASURER/FINOP | 1988149 |
Disclosures
| Regulatory Event | 3 |
| Arbitration | 2 |
Red Flags
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