Denna M. Quinones

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CRD#: 6012720

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Denna May Quinones, who also goes by Denna May Caban, Denna M Quinones, Denna May Torres, was a registered financial professional .

Denna is a previously registered financial professional and started their career in finance in 2012. Denna had worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Denna May Caban | Denna M Quinones | Denna May Torres

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 13, 2021 - September 15, 2022

CORDA INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108046

HOUSTON, TX

Past

November 30, 2016 - December 31, 2020

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

SPRING, TX

Past

September 6, 2016 - November 30, 2016

FINANCIAL ENGINES ADVISOR CENTER, LLC

RIA

CRD#: 109238

THE WOODLANDS, TX

Past

June 29, 2015 - September 23, 2016

THE MUTUAL FUND STORE

RIA

CRD#: 165877

THE WOODLANDS, TX

Past

June 29, 2012 - March 3, 2014

TD AMERITRADE, INC.

RIA

CRD#: 7870

HOUSTON, TX

Past

June 29, 2012 - March 3, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

HOUSTON, TX

Past

May 28, 2012 - March 3, 2014

TD AMERITRADE, INC.

CRD#: 7870

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORDA INVESTMENT MANAGEMENT, LLC

BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT

CRD#: 108046 / SEC#: 801-57097

RIA

Registered Investment Advisory firm - (12/20/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/27/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/25/2012

General Securities Representative Examination

Current Firm

CORDA INVESTMENT MANAGEMENT, LLC

BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT

CRD#: 108046 / SEC#: 801-57097

RIA

Registered Investment Advisory firm - (12/20/1999 Approved)

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Contact information

Main Address

8955 Katy Freeway Suite 200, Houston, TX 77024-1626

Mailing Address

Phone number

(713) 439-0665

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORDA INVESTMENT MANAGEMENT ADV BROCHURE (8/12/2025)

Regulatory assets under management

Total Number of Accounts	2,966
AUM (Assets Under Management)	$ 1,726,638,629

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Denna M. Quinones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CORDA INVESTMENT MANAGEMENT, LLC

EDELMAN FINANCIAL ENGINES

FINANCIAL ENGINES ADVISOR CENTER, LLC

THE MUTUAL FUND STORE

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

Primary Firm SEC Registration

CORDA INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2012

Series 7

Date: 5/25/2012

Current Firm

CORDA INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORDA INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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