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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-20 |
| NM | RA | APPROVED | 2024-04-03 |
| UT | RA | APPROVED | 2023-11-20 |
Branch Locations
489 W. South Jordan Pkwy Suite 310, South Jordan, UT 84095 • 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 |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 08/2016 | 08/2021 |
| Divergent Wealth Advisors, Llc | South Jordan | UT | 08/2021 | 08/2024 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 11/2023 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-07 |
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