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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-04-21 |
Branch Locations
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
935 Gravier Street # 1640, New Orleans, LA 70112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Retirement, Inc. | Aliso Viejo | CA | 10/2014 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
1) I DO NOT OFFER LEGAL ADVICE BUT I DO MAINTAIN MY ATTORNEY'S LICENSE. NOTARY. INSURANCE SALES-VARIOUS COMPANIES-TERM LIFE. 2) 401(K) Guy, LLC, Insurance Company ownership 100%. Time devoted to activity 5 hours per week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-08 |
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