Best Investors Account Sign in
Inactive

Vardell Jonte Smith

Wealthspire Retirement Advisory

Bethesda, MD

Aliso Viejo, CA

Claim This Profile
Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-04-02
VA RA APPROVED 2024-04-02
CA RA APPROVED 2022-05-09
MD RA APPROVED 2022-05-09
  • PA RA
    APPROVED
    Since 2024-04-02
  • VA RA
    APPROVED
    Since 2024-04-02
  • CA RA
    APPROVED
    Since 2022-05-09
  • MD RA
    APPROVED
    Since 2022-05-09

Branch Locations

6903 Rockledge Dr 14Th Floor, Bethesda, MD 20817 • 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
Nfp Securities, Inc. Bethesda MD 01/2021 Present
Wayla Creative Phoenix AZ 07/2016 01/2021
Nfp Retirement, Inc. Aliso Viejo CA 01/2022 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 01/2021 → Present
    Nfp Securities, Inc.
    Bethesda, MD
  • 07/2016 → 01/2021
    Wayla Creative
    Phoenix, AZ
  • 01/2022 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-06
  • S65 Uniform Investment Adviser Law Examination
    2022-05-06

View on SEC IAPD

Other Firms

LGG FINANCIAL
BLUE SPARROW FUNDS GP LLC
KALAMATA ASSET MANAGEMENT LLC
GLASSY MOUNTAIN ADVISORS, INC.
NOORDZEE CAPITAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
HIGHTOWER ADVISORS, LLC
GOLDEN WEALTH STRATEGIES

Other Investors

Brian Craig Luts
DAVID MICHAEL GREENLEIGH
JAMIE LYNN BIGSBY
Brian Hawthorne-Codato
William K McCaffrey
ALEXANDER SIDNEY JOHANNES LEVY
JOHN BUSCO
FREDERICK THOMAS TURNER

Other Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

More in Bethesda, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor