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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-01-11 |
Branch Locations
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
505 Waterford Park, Highway 169 Suite # 1100, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Retirement, Inc. | Aliso Viejo | CA | 04/2016 | 10/2025 |
| Kestra Formerly Nfp Advisory Services, Inc. | Minneapolis | MN | 08/2010 | 03/2018 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Business Name: Investment Property, a 2 unit rental duplex, 100% owner, devoted activity; 1 hour per week not during trading hours,no conflict of interest,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2010-02-23 |
| S66 | Uniform Combined State Law Examination | 2001-01-18 |
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