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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-27 |
Branch Locations
3001 W. Big Beaver Road Suite 100, Troy, MI 48084 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flynn & Company, Inc. | Troy | MI | 09/1994 | 08/2023 |
| Sigma Planning Corporation | Ann Arbor | MI | 04/2016 | 01/2019 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 08/2024 | 10/2025 |
| Nfp | Troy | MI | 08/2023 | 08/2024 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
1) Life, Health & Accident Insurance Sales, Broker, 3001 W. Big Beaver Road, Suite 100, Troy, MI since 01/01/1990 160 hour per month during trading hours 2) ARPWAVE USA, LLC & WAVE CRUSADE DISTRIBUTION LLC, a Passive investor, medical device company 13915 OLD COAST ROAD, UNIT 2106, NAPLES FL 34110,2% shareholder passive investor since 12/10/2018 3) BO & KR HUB RE GROUP, LLC Real Estate 6450 GILBERT LAKE RD, BLOOMFIELD HILLS, MI 48301, 3% shareholder, since 05/05/2023 4) Matthew Davio, 807 LEWIS STEILACOOM, WA 98388, Trading (primarily futures), passive investor since 1/1/2026, 0 hours spent per month, Eligible to share equally in profits, Set loan (1 year) paid back with interest and profits higher than the loan interest are equally shared
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-10 |
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