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Yolanda Flores

Missionsquare Retirement

Washington, DC

Fort Lauderdale, FL

CRD 2888925

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Employer firm

Missionsquare Retirement CRD 108783

$6.31B regulatory AUM 3,264 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Missionsquare Retirement

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-11-17
  • FL RA
    APPROVED
    Since 2016-11-17

Branch Locations

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States

Fort Lauderdale, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Icma Retirement Corporation Washington DC 04/2007 Present
  • 04/2007 → Present
    Icma Retirement Corporation
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-01
S63 Uniform Securities Agent State Law Examination 1998-08-07
  • S65 Uniform Investment Adviser Law Examination
    2008-12-01
  • S63 Uniform Securities Agent State Law Examination
    1998-08-07
Other Names
  • Yolanda Espinal
  • Yolanda Perez

View on SEC IAPD

Nearby Firms

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Nearby Investors

LEAH SAWYER BRYAN
GARY ANDREW EDMONDS
JAMES DARRELL ZACK

Nearby Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC

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