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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-17 |
| VA | RA | APPROVED | 2024-04-02 |
| NC | RA | APPROVED | 2023-04-06 |
Branch Locations
6903 Rockledge Dr 14Th Floor, Bethesda, MD 20817 • 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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 03/2010 | 04/2017 |
| Tiaa | Chicago | IL | 04/2017 | 05/2020 |
| Nfp Retirement, Inc | Aliso Viejo | CA | 01/2022 | 10/2025 |
| Kestra Investment Services, Llc | Charlotte | NC | 02/2022 | 03/2023 |
| Homemaker | Charlotte | NC | 06/2020 | 12/2021 |
| Kestra Investment Services, Llc | Charlotte | NC | 03/2023 | 03/2025 |
| Kestra Investment Services, Llc | Charlotte | NC | 03/2025 | Present |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
NAME: NFP WEALTH AND RETIREMENT POSITION: Senior Plan Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 12/05/2025 ADDRESS: 6500 Rock Spring Drive, Suite 410, Bethesda MD 20817, United States DESCRIPTION: Manage client relationships, provide investment reviews and recommendations, liaise with recordkeeper and TPA, assist with client RFPs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-21 |
| S66 | Uniform Combined State Law Examination | 2007-08-29 |
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