Best Investors Account Sign in
Inactive

Jamie Ann Hayes

Wealthspire Retirement Advisory

Maitland, FL

Aliso Viejo, CA

Fiduciary First

Maitland, FL

Claim This Profile
Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-12-21
  • FL RA
    APPROVED
    Since 2018-12-21

Branch Locations

1060 Maitland Center Commons Suite 360, Maitland, FL 32751 • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Fiduciary First

1060 Maitland Center Commons Suite 360, Maitland, FL 32751 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-06-20
  • FL RA
    APPROVED
    Since 2018-06-20

Branch Locations

1060 Maitland Center Commons Suite 360, Maitland, FL 32751 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Maitland FL 05/2011 10/2018
Fiduciaryfirst, Llc Maitland FL 09/2006 Present
Nfp Retirement, Inc Aliso Viejo CA 11/2018 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
Previous Registrations
  • 2011-05-27 → 2018-10-26
    Lpl Financial Llc
    Maitland, FL
    Maitland, FL
    San Diego, CA
  • 2006-07-18 → 2011-05-18
    Osaic Services, Inc.
    Maitland, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-13
S63 Uniform Securities Agent State Law Examination 2005-03-28
  • S66 Uniform Combined State Law Examination
    2006-06-13
  • S63 Uniform Securities Agent State Law Examination
    2005-03-28
Other Names
  • Jamie Ann Lawrence

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
MOORS & CABOT, INC.
FIFTH THIRD SECURITIES, INC.
HYPERION WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Other Investors

ERIC WARREN KATAUSKAS
David Zach Webster
Alan Pascale
JEANNINE MARY STECKLAIR
Matthew Alan Pascale
MICHAEL ARTHUR MAGUIRE
MATTHEW APGAR BALADY
ANTHONY JOSEPH DORVAL

Other Offices

OSAIC WEALTH, INC. · MAITLAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MAITLAND, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Maitland, FL
MOORS & CABOT, INC. · Maitland, FL
FIFTH THIRD SECURITIES, INC. · MAITLAND, FL
HYPERION WEALTH MANAGEMENT, LLC · MAITLAND, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Maitland, FL
EDWARD JONES · MAITLAND, FL

More in Maitland, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor