Inactive

Ryan Andrew Zelaski

Wealthspire Retirement Advisory

Aliso Viejo, CA

Stephens City, VA

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Current Employers

Wealthspire Retirement Advisory

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-09-19
MD	RA	APPROVED	2024-04-02
OK	RA	APPROVED	2024-04-02
VA	RA	APPROVED	2023-09-12

NY RA
APPROVED

Since 2024-09-19
MD RA
APPROVED

Since 2024-04-02
OK RA
APPROVED

Since 2024-04-02
VA RA
APPROVED

Since 2023-09-12

Branch Locations

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

Stephens City, VA • 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

Organization	City	State	From	To
Tfo-Tdc, Llc	Winchester	VA	10/2014	02/2021
One To One, Llc	Winchester	VA	10/2017	03/2019
Nfp Retirement, Inc.	Aliso Viejo	CA	02/2021	10/2025
Wealthspire Retirement Advisory	Aliso Viejo	CA	10/2025	Present

10/2014 → 02/2021

Tfo-Tdc, Llc

Winchester, VA
10/2017 → 03/2019

One To One, Llc

Winchester, VA
02/2021 → 10/2025

Nfp Retirement, Inc.

Aliso Viejo, CA
10/2025 → Present

Wealthspire Retirement Advisory

Aliso Viejo, CA

Previous Registrations

2014-10-21 → 2021-03-08

Tfo Wealth Partners

Winchester, VA

Maumee, OH
2017-11-02 → 2019-03-12

One To One, Llc

Winchester, VA

Maumee, OH
2012-09-06 → 2014-09-18

Financial Telesis Inc

San Rafael, CA

Charlottesville, VA

Crozet, VA
2011-10-19 → 2012-08-17

Federated Securities Corp.

Pittsburgh, PA
2011-10-19 → 2012-08-17

Federated Investment Counseling

Pittsburgh, PA
2011-12-21 → 2012-08-17

Federated Global Investment Management Corp.

New York, NY
2011-10-20 → 2012-08-17

Mdt Advisers, A Division Of Federated Mdta Llc

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-10-17
S63	Uniform Securities Agent State Law Examination	2008-03-08

S66 Uniform Combined State Law Examination

2011-10-17
S63 Uniform Securities Agent State Law Examination

2008-03-08

Other Names

Ryan A Zelaski

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC

JG WEALTH MANAGEMENT, LLC

LIFETIME FINANCIAL, INC.

SST BENEFITS CONSULTING

CLARAPHI ADVISORY NETWORK, LLC

PRESTON CAPITAL

Other Investors

LUKE ROY MCKELVY

Jeffrey A Dewees

William A Schellenberg

ANNA THERESE WALTERS

Eric Alexander Davalos

GARRETT THOMAS WATERS

Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA

ANCHOR CAPITAL · ALISO VIEJO, CA

EDEN FINANCIAL · ALISO VIEJO, CA

JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA

LIFETIME FINANCIAL, INC. · Aliso Viejo, CA

SST BENEFITS CONSULTING · ALISO VIEJO, CA

CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

More in Aliso Viejo, CA

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