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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-20 |
| CA | RA | APPROVED | 2021-12-20 |
Branch Locations
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
3445 Peachtree Road Ne Suite 200, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Afs Advisors, Llc | Suwanee | GA | 01/2011 | 03/2022 |
| Advanced Financial Strategists, Inc. | Suwanee | GA | 01/2011 | 12/2017 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 12/2021 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
B. Keith Sproles is one of two partners in LS Partners, LLC - the other partner being his business associate, Eric C. Loyd. LS Partners is located at 1325 Satellite Boulevard, Suite 1301, Suwanee, GA 30024. LS Partners was formed in late 2010 to purchase an office condominium as AFS Advisor, LLC's place of business. No clients of AFS Advisors, LLC are investors in LS Partners. Mr. Sproles devotes approximately 2 hours per month to this business, and none of those hours occur during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-02 |
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