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David Joseph Goren

Investment Adviser Representative at MISSIONSQUARE WEALTH MANAGEMENT

Sammamish, WACRD #3105492Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
6 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 6 states
AlaskaIdahoMontanaOregonUtahWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/26/2018
Series 66
Uniform Combined State Law Examination
Passed 8/26/1998
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/7/1998

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Missionsquare Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MISSIONSQUARE RETIREMENTCurrent
4/27/2018Sammamish, WA
MISSIONSQUARE WEALTH MANAGEMENTCurrent
9/19/2000Vancouver, WA
1717 CAPITAL MANAGEMENT COMPANY
5/20/199911/20/2000Newark, DE
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
10/14/19985/10/1999Minneapolis, MN
IDS LIFE INSURANCE COMPANY
10/14/19985/10/1999Minneapolis, MN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Joseph Goren has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Joseph Goren - Financial Advisor in Sammamish, WA | AdvisorFinder