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MG

Meredith D. Goodman

MISSIONSQUARE WEALTH MANAGEMENT
WASHINGTON, DC 20002-4240
CRD#: 6047315
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MG
Meredith D GoodmanMISSIONSQUARE WEALTH MANAGEMENT

Professional summary

Meredith D Goodman, who also goes by Meredith Denise Fox, Meredith Denise Goodman, is a registered financial professional currently at MISSIONSQUARE WEALTH MANAGEMENT located in Washington, District Of Columbia.

Meredith is registered as a RR (Registered Representative) and started their career in finance in 2012. Meredith has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Meredith Denise Fox | Meredith Denise Goodman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Meredith D Goodman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 15, 2026 - Present

MISSIONSQUARE WEALTH MANAGEMENT

Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240
BD
CRD#: 23189
WASHINGTON, DC
Past

May 1, 2024 - June 5, 2026

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
FORT WAYNE, IN
Past

July 9, 2012 - May 1, 2024

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(6/17/2026)
RR
Arkansas
(6/15/2026)
RR
California
(6/15/2026)
RR
Colorado
(6/15/2026)
RR
Iowa
(6/15/2026)
RR
Nebraska
(6/15/2026)
RR
New Mexico
(6/15/2026)
RR
Utah
(6/15/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 7/19/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/6/2012
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MW
MISSIONSQUARE WEALTH MANAGEMENT
ICMA - RC SERVICES, INC. | MISSIONSQUARE WEALTH MANAGEMENT | MISSIONSQUARE INVESTMENT SERVICES | ICMA-RC SERVICES, LLC

CRD#: 23189 / SEC#: , 8-40268

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240
Mailing Address
777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240
Phone number
(202) 962-4600
Established
Delaware since 12/31/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
211

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Part 2 Brochures

Direct owners and executive officers

NamePositionCRD#
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION D/B/A MISSIONSQUARE RETIREMENTMEMBER/OWNER
GANEY, PETER DAVIDSONMANAGER2282691
HOGENDORN, SHANNON DANIELCHIEF OPERATIONS OFFICER3221945
HOGENDORN, SHANNON DANIELPRESIDENT & PRINCIPAL MANAGER3221945
RICHARDS, CLIFF LAWRENCECHIEF COMPLIANCE OFFICER2974428
WHITTY, RICHARD PATRICKTREASURER/FINOP1988149
0

Disclosures

Regulatory Event3
Arbitration2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MISSIONSQUARE WEALTH MANAGEMENT

CRD#: 23189Washington, DC 20002-4240

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