Cindy Yorlenis Mota Rios

Employer firm

Re-Envision Wealth CRD 299357

$137M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Educational seminars

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

Current Employers

Re-Envision Wealth

260 Madison Avenue, 8Th Floor, New York, NY 10016 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-02-20

NY RA
APPROVED

Since 2025-02-20

Branch Locations

260 Madison Avenue, 8Th Floor, New York, NY 10016 • 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

Organization	City	State	From	To
Greenspring Advisors, Llc	Paramus	PA	04/2019	10/2022
Unemployed	Hawthorne	NJ	01/2019	03/2019
Quadrant Capital Management	Fairfield	NJ	05/2014	01/2019
Grid 202 Partners	Manhattan	NY	10/2022	Present

04/2019 → 10/2022

Greenspring Advisors, Llc

Paramus, PA
01/2019 → 03/2019

Unemployed

Hawthorne, NJ
05/2014 → 01/2019

Quadrant Capital Management

Fairfield, NJ
10/2022 → Present

Grid 202 Partners

Manhattan, NY

Previous Registrations

2019-04-04 → 2022-09-21

Greenspring Advisors, Llc

Paramus, NJ

Towson, MD

Paramus, NJ

Other Businesses

Cindy Mota is the owner of Sublime conducting Mindset/NLP-related coaching. This engagement began December 14,2021 and is located at 26 Mohawk Ave Hawthrone, New Jersey, 07506. 10 hours are devoted to coaching duties and 0 of those hours are during securities trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-07-20

S63 Uniform Securities Agent State Law Examination

2012-07-20

Designations

Certified Financial Planner

Other Names

Cindy Mota
Cindy Yorlenis Mota Corona

View on SEC IAPD