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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2014-08-20 |
Branch Locations
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
1250 Capital Of Texas Highway Building 2, Suite 125, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Retirement, Inc. | Aliso Viejo | CA | 07/2014 | 10/2025 |
| Nfp Advisor Services, Llc. | Austin | TX | 08/2014 | 03/2018 |
| Akf Holdings, Llc | Austin | TX | 08/2014 | 01/2018 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Business Name: AKF Holdings Inc. LLC, Nature of Business - Investment Adviser: Position - Owner: Hours per month - 0, No comp[ensation, No conflict of interest
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-20 |
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