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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2004-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Retirement, Inc. | Aliso Viejo | CA | 10/2003 | 10/2025 |
| Kestra Investment Services, Llc. | Austin | TX | 07/2014 | 12/2017 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Business Name: Will and Trust: Type and Nature of Business: Other: Trustee along with Spouse to Personal Will and Trust: Capacity: Trustee: Hours per month : N/A: Hours per trading hours: N/A: Compensation: 0: No conflict of Interest
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-19 |
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