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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-06-27 |
| WI | RA | APPROVED | 2023-06-27 |
| SC | RA | APPROVED | 2023-06-26 |
| NC | RA | APPROVED | 2023-06-23 |
Branch Locations
1901 Roxborough Road Suite 300, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Charlotte | NC | 04/2016 | 06/2023 |
| Kestra Investment Services, Llc | Charlotte | NC | 04/2012 | Present |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 06/2023 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Business Name: NFP RETIREMENT POSITION: SVP NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2024 ADDRESS: 120 Vantis Dr., #400, Aliso Viejo CA 92656, United States DESCRIPTION: Produce and oversee retirement consulting business under NFP Retirment RIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-11 |
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