Amy B. Lillis-konopacki
Professional summary
Amy B Lillis-konopacki, who also goes by Amy Beth Lillis, Amy Beth Lillis-konopacki, Amy Lilliskonopacki, Amy Lilliskonopacki, Amy Lillis-konopacki, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Abingdon, Maryland and MISSIONSQUARE WEALTH MANAGEMENT located in Washington, District Of Columbia.
Amy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Amy has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amy B Lillis-konopacki's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 12, 2025 - Present
MISSIONSQUARE RETIREMENT
June 12, 2025 - Present
MISSIONSQUARE WEALTH MANAGEMENT
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240April 18, 2024 - October 21, 2024
ARKADIOS CAPITAL
April 9, 2024 - October 21, 2024
ARKADIOS WEALTH ADVISORS
December 13, 2017 - October 16, 2023
NATIONWIDE INVESTMENT ADVISORS, LLC
December 13, 2017 - October 16, 2023
NATIONWIDE INVESTMENT SERVICES CORPORATION
November 9, 2017 - November 28, 2017
VOYA FINANCIAL ADVISORS, INC.
February 1, 2017 - September 29, 2017
OSAIC FA, INC.
February 1, 2017 - September 29, 2017
OSAIC FA, INC.
December 9, 2005 - October 27, 2016
OSAIC FA, INC.
December 7, 2005 - June 12, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
December 7, 2005 - October 27, 2016
OSAIC FA, INC.
October 20, 2004 - November 7, 2005
T. ROWE PRICE INVESTMENT SERVICES, INC.
October 13, 2003 - September 21, 2004
J.P. MORGAN SECURITIES INC.
November 15, 2002 - September 8, 2003
T. ROWE PRICE INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/20/2025)
(6/23/2025)
(6/12/2025)
(7/10/2025)
(6/12/2025)
(6/20/2025)
(6/12/2025)
(6/12/2025)
(7/3/2025)
(6/18/2025)
(6/13/2025)
(6/12/2025)
(6/16/2025)
(6/13/2025)
Exams
FINRA
Current Firm
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 58,580 |
| AUM (Assets Under Management) | $ 5,959,398,729 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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