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Inactive

Rizek Housari

Wealthspire Retirement Advisory

Aliso Viejo, CA

South Jordan, UT

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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 2025-11-14
AZ RA APPROVED 2025-10-29
CA RA APPROVED 2025-10-13
ID RA APPROVED 2025-10-13
TX RA APPROVED 2023-11-21
UT RA APPROVED 2023-11-21
  • FL RA
    APPROVED
    Since 2025-11-14
  • AZ RA
    APPROVED
    Since 2025-10-29
  • CA RA
    APPROVED
    Since 2025-10-13
  • ID RA
    APPROVED
    Since 2025-10-13
  • TX RA
    APPROVED
    Since 2023-11-21
  • UT RA
    APPROVED
    Since 2023-11-21

Branch Locations

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

489 W. South Jordan Pkwy Suite 310, South Jordan, UT 84097 • 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
Divergent Wealth Advisors, Llc South Jordan UT 04/2021 08/2024
Kpmg Llp Denver CO 06/2018 03/2021
Brigham Young University Provo UT 09/2014 04/2019
Nfp Retirement, Inc. Aliso Viejo CA 11/2023 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-06
  • S65 Uniform Investment Adviser Law Examination
    2021-04-06
Designations

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
ANCHOR CAPITAL
EDEN FINANCIAL
JG WEALTH MANAGEMENT, LLC
LIFETIME FINANCIAL, INC.
SST BENEFITS CONSULTING
CLARAPHI ADVISORY NETWORK, LLC
PRESTON CAPITAL

Other Investors

LUKE ROY MCKELVY
Jeffrey A Dewees
William A Schellenberg
Jay Tamkoc
ANNA THERESE WALTERS
Eric Alexander Davalos
John Kincannon
GARRETT THOMAS WATERS

Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA
EDEN FINANCIAL · ALISO VIEJO, CA
JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA
LIFETIME FINANCIAL, INC. · Aliso Viejo, CA
SST BENEFITS CONSULTING · ALISO VIEJO, CA
CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

More in Aliso Viejo, CA

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