Joshua Nicholas Dalafu
Investment adviser representative at Missionsquare Retirement
14 yearsExperience
2 statesRegistered in
$6.3BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Missionsquare RetirementMar 2024 to now
- Missionsquare Investment ServicesMar 2024 to now
- Mosley Insurance & Financial Services, Inc.Apr 2023 to Dec 2023
- Mosley Wealth Management, IncApr 2023 to Dec 2023
- Trilogy CapitalDec 2018 to Mar 2023
- LPL Financial ServicesAug 2018 to May 2023
- Trilogy FinancialAug 2018 to Sep 2019
- Pelican Hill ResortMar 2018 to Aug 2018
- Newport Mesa ChurchJun 2017 to Jun 2018
- Vangaurd UniversityAug 2012 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Missionsquare Retirement
Legal name: International City Management Association Retirement Corporation
$6.3BAssets managed
40,527Clients
132Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6997700
- Firm CRD
- 108783