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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-04-20 |
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 |
|---|---|---|---|---|
| Wells Fargo | Richmond | VA | 04/2016 | 08/2017 |
| Transamerica Retirement Solutions | Mechanicsville | VA | 08/2017 | 10/2021 |
| Transamerica Investors Securities Corporation | Mechanicsville | VA | 08/2017 | 10/2021 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 10/2021 | 10/2025 |
| Kestra Investment Services, Llc | Bethesda | MD | 01/2022 | 03/2023 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
1) MELTZER GROUP/NFP POSITION: Senior Advisor NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 01/03/2021 ADDRESS: 6500 Rock Spring Drive, Bethesda MD 20817, United States DESCRIPTION: Senior Retirement Plan Advisor for assigned plans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-01 |
| S66 | Uniform Combined State Law Examination | 2008-02-01 |
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