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Susan Rebecca Bowersox

Wealthspire Retirement Advisory

Boca Raton, 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

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-13
TX RA APPROVED 2023-11-20
  • FL RA
    APPROVED
    Since 2023-12-13
  • TX RA
    APPROVED
    Since 2023-11-20

Branch Locations

150 E. Palmetto Park Rd Suite 525, Boca Raton, FL 33482 • 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
Devon Investment Advisory, Lld Houston TX 07/2020 Present
Sage Settlement Consulting Austin TX 03/2005 01/2021
Nfp Retirement, Inc. Aliso Viejo CA 11/2023 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 07/2020 → Present
    Devon Investment Advisory, Lld
    Houston, TX
  • 03/2005 → 01/2021
    Sage Settlement Consulting
    Austin, TX
  • 11/2023 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
  • 2020-07-28 → 2021-03-12
    Devon Investment Advisory
    Houston, TX
    Austin, TX
Other Businesses

1-INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES

Designations
Other Names
  • Susan Rebecca Clark
  • Susan Rebecca Bowersox Pach

View on SEC IAPD

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