Best Investors Account Sign in

Raymond David Ortiz

Missionsquare Retirement

San Jose, CA

Washington, DC

Claim This Profile
Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-07-09
CO RA APPROVED 2026-06-23
UT RA APPROVED 2026-06-23
NV RA APPROVED 2024-12-02
CA RA APPROVED 2014-10-14
  • AZ RA
    APPROVED
    Since 2026-07-09
  • CO RA
    APPROVED
    Since 2026-06-23
  • UT RA
    APPROVED
    Since 2026-06-23
  • NV RA
    APPROVED
    Since 2024-12-02
  • CA RA
    APPROVED
    Since 2014-10-14

Branch Locations

San Jose, CA • United States

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • 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 10/2012 Present
  • 10/2012 → Present
    Icma Retirement Corporation
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-30
S63 Uniform Securities Agent State Law Examination 2013-02-08
  • S65 Uniform Investment Adviser Law Examination
    2014-06-30
  • S63 Uniform Securities Agent State Law Examination
    2013-02-08

View on SEC IAPD

More in San Jose, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor