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Durene Lenis Wilhelmi

Wealthspire Retirement Advisory

Salisbury, MD

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
CA RA APPROVED 2021-06-17
MD RA APPROVED 2021-06-17
  • CA RA
    APPROVED
    Since 2021-06-17
  • MD RA
    APPROVED
    Since 2021-06-17

Branch Locations

1405 Wesley Drive Suite 32, Salisbury, MD 21801 • 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 Retirement, Inc. Aliso Viejo CA 11/2020 10/2025
Strategic Wealth Management Group Salisbury MD 12/2012 11/2020
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 11/2020 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 12/2012 → 11/2020
    Strategic Wealth Management Group
    Salisbury, MD
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-17
  • S65 Uniform Investment Adviser Law Examination
    2021-06-17

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Salisbury, MD
EDWARD JONES · SALISBURY, MD
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EAGLE STRATEGIES LLC · SALISBURY, MD
ATLAS PRIVATE WEALTH ADVISORS · SALISBURY, MD
LPL FINANCIAL LLC · SALISBURY, MD
LPL FINANCIAL LLC · SALISBURY, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · Salisbury, MD

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