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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-28 |
Branch Locations
6903 Rockledge Drive 14Th Floor, Bethesda, MD 20817 • United States
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natiownide Investment Services Corporation | Columbus | OH | 03/2010 | 10/2021 |
| Portfolio Evaluations, Inc. | Warren | NJ | 10/2021 | 01/2022 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 01/2022 | 08/2022 |
| Global Retirement Partners, Llc | San Rafael | CA | 10/2024 | 02/2026 |
| Volunteer Work With Various Organizations | Shrewsbury | MA | 08/2022 | 09/2024 |
| Nfp, An Aon Company | Bethesda | MD | 02/2026 | Present |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-19 |
| S66 | Uniform Combined State Law Examination | 2009-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-28 |
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