Inactive

Keenan Crosby

Wealthspire Retirement Advisory

St. Augustine, FL

Aliso Viejo, CA

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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
FL	RA	APPROVED	2024-08-08

FL RA
APPROVED

Since 2024-08-08

Branch Locations

1200 Plantation Island Drive Suite # 210, St. Augustine, FL 32080 • 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

Organization	City	State	From	To
Kestra Investment Services, Llc	Jacksonville	FL	05/2015	10/2023
Montoya & Associates	Jacksonville	FL	06/2016	09/2016
Full-Time Education	Jacksonville/Orlando	FL	09/2007	06/2017
Kestra Advisory Services Llc	Jacksonville	FL	04/2022	10/2023
Lpl Financial Llc	Jacksonville	FL	10/2023	07/2024
Nfp Retirement, Inc.	Aliso Viejo	CA	07/2024	10/2025
Wealthspire Retirement Advisory	Aliso Viejo	CA	10/2025	Present

05/2015 → 10/2023

Kestra Investment Services, Llc

Jacksonville, FL
06/2016 → 09/2016

Montoya & Associates

Jacksonville, FL
09/2007 → 06/2017

Full-Time Education

Jacksonville/Orlando, FL
04/2022 → 10/2023

Kestra Advisory Services Llc

Jacksonville, FL
10/2023 → 07/2024

Lpl Financial Llc

Jacksonville, FL
07/2024 → 10/2025

Nfp Retirement, Inc.

Aliso Viejo, CA
10/2025 → Present

Wealthspire Retirement Advisory

Aliso Viejo, CA

Previous Registrations

2022-04-18 → 2023-10-02

Kestra Advisory Services, Llc

Austin, TX

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-04

S66 Uniform Combined State Law Examination

2022-02-04

View on SEC IAPD

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