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Inactive

Evan M Kassimir

Wealthspire Retirement Advisory

New York, NY

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-06-09
  • NY RA
    APPROVED
    Since 2022-06-09

Branch Locations

521 5Th Avenue 15Th Floor, New York, NY 10175 • 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
Improved Funding Techniques Lynbrook NY 03/2012 06/2022
Hornor Townsend & Kent Inc Horsham PA 11/2012 06/2022
Penn Mutual Life Ins Co Horsham PA 11/2012 06/2022
Nfp Retirement, Inc. Aliso Viejo CA 06/2022 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 03/2012 → 06/2022
    Improved Funding Techniques
    Lynbrook, NY
  • 11/2012 → 06/2022
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 11/2012 → 06/2022
    Penn Mutual Life Ins Co
    Horsham, PA
  • 06/2022 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-12-31
  • S63 Uniform Securities Agent State Law Examination
    2012-12-31
Designations

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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