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Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-20
DC RA APPROVED 2023-10-30
AZ RA APPROVED 2019-07-18
CA RA APPROVED 2015-08-26
  • TX RA
    APPROVED
    Since 2025-10-20
  • DC RA
    APPROVED
    Since 2023-10-30
  • AZ RA
    APPROVED
    Since 2019-07-18
  • CA RA
    APPROVED
    Since 2015-08-26

Branch Locations

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

El Paso, TX • 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 04/2012 Present
  • 04/2012 → Present
    Icma Retirement Corporation
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-20
S63 Uniform Securities Agent State Law Examination 2004-11-19
  • S65 Uniform Investment Adviser Law Examination
    2015-05-20
  • S63 Uniform Securities Agent State Law Examination
    2004-11-19
Other Names
  • Josie Martinez
  • Josefina Moreno

View on SEC IAPD

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