Best Investors Account Sign in
Inactive

Mario Allen Iniguez

Wealthspire Retirement Advisory

Cedar Park, TX

Aliso Viejo, CA

Claim This Profile
Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-26
  • TX RA
    APPROVED
    Since 2023-04-26

Branch Locations

Cedar Park, TX • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Voya Cedar Park TX 10/2014 04/2023
Nfp Retirement, Inc. Aliso Viejo CA 04/2023 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 10/2014 → 04/2023
    Voya
    Cedar Park, TX
  • 04/2023 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
  • 2014-11-06 → 2023-04-14
    Voya Financial Partners, Llc
    Cedar Park, TX
    Addison, TX
    Addison, TX
    Cedar Park, TX
  • 2011-06-08 → 2014-11-06
    Voya Retirement Advisors, Llc
    Austin, TX
    Lisle, IL
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-28
S63 Uniform Securities Agent State Law Examination 2009-06-23
  • S65 Uniform Investment Adviser Law Examination
    2011-03-28
  • S63 Uniform Securities Agent State Law Examination
    2009-06-23

View on SEC IAPD

More in Cedar Park, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor