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120 Vantis Suite 480, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Planning Advisory Group | Aliso Viejo | CA | 01/2005 | Present |
| Kestra Investment Services, Llc | Aliso Viejo | CA | 08/2014 | 02/2017 |
| Flexpath Strategies | Aliso Viejo | CA | 06/2015 | Present |
BUSINESS NAME: Retirement Planning Advisory Group (RPAG) Investment Related: Yes Address: 120 Vantis, Aliso Viejo, CA 92656 Nature of Business: Retirement Consulting; Position, Title or Relationship: CIO Start Date: 1/1/2005 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: lead investment practice
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-06-07 |
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