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Inactive

Natalie Ann Meziere

Wealthspire Retirement Advisory

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
CA RA APPROVED 2025-03-18
  • CA RA
    APPROVED
    Since 2025-03-18

Branch Locations

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
Nfp Retirement, Inc. Aliso Viejo CA 01/2015 12/2018
Kestra Financial Services, Inc. Austin TX 04/2016 04/2018
Unemployed - Stay At Home Parent Rancho Santa Margarita CA 01/2019 08/2019
Nfp Retirement Aliso Viejo CA 08/2019 05/2023
Rpag Aliso Viejo CA 05/2023 12/2024
Nfp Retirement Aliso Viejo CA 01/2025 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 01/2015 → 12/2018
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 04/2016 → 04/2018
    Kestra Financial Services, Inc.
    Austin, TX
  • 01/2019 → 08/2019
    Unemployed - Stay At Home Parent
    Rancho Santa Margarita, CA
  • 08/2019 → 05/2023
    Nfp Retirement
    Aliso Viejo, CA
  • 05/2023 → 12/2024
    Rpag
    Aliso Viejo, CA
  • 01/2025 → 10/2025
    Nfp Retirement
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-18
S63 Uniform Securities Agent State Law Examination 2015-05-21
  • S65 Uniform Investment Adviser Law Examination
    2025-03-18
  • S63 Uniform Securities Agent State Law Examination
    2015-05-21
Other Names
  • Natalie Ann Holton

View on SEC IAPD

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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
Jay Tamkoc
ANNA THERESE WALTERS
Eric Alexander Davalos
John Kincannon
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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