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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-04-10 |
Branch Locations
6903 Rockledge Drive 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 |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Bethesda | MD | 04/2016 | 03/2024 |
| Kestra Investment Services, Llc | Bethesda | MD | 06/2015 | 03/2024 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 04/2024 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
| Kestra Investment Services, Llc | Bethesda | MD | 03/2026 | Present |
Name: WEALTHSPIRE RETIREMENT, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/10/2024 ADDRESS: 120 Vantis Dr., Suite 400, Aliso Viejo CA 92656, United States DESCRIPTION: Investment advisory services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-25 |
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