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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-07-24 |
Branch Locations
2600 Kelly Road Suite 130, Warrington, PA 18976 • United States
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Fort Washington | PA | 07/2013 | 03/2023 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 07/2018 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Business Name: NFP ATLANTIC POSITION: Senior Advisor NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 33 START DATE: 08/02/2021 ADDRESS: 2600 Kelly Road, Warrington PA 18976-3652 DESCRIPTION: Co-fiduciary on group retirement plans (403b, 401k, 457b). Business Name: NFP RETIREMENT, INC. POSITION: Senior Advisor NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 33 START DATE: 08/02/2021 ADDRESS: 2600 Kelly Road, Warrington PA 18976-3652 DESCRIPTION: Co-fiduciary/advisor on qualified retirement plans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-19 |
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