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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-05-14 |
Branch Locations
489 South Jordan Parkway, South Jordan, UT 84095 • United States
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Murray | UT | 05/2016 | 05/2019 |
| Wells Fargo Clearing Services, Llc | Murray | UT | 05/2019 | 05/2024 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 05/2024 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
LYFT; NOT INVESTMENT RELATED; SALT LAKE CITY,UT; DRIVER; START DATE 12/26/2021; NUMBER OF HOURS PER MONTH 20; NUMBER OF HOURS DURING TRADING 0; DRIVING CUSTOMERS TO THEIR DESTINATIONS. UBER; NOT INVESTMENT RELATED; SALT LAKE CITY,UT; DRIVER; START DATE 12/26/2021; NUMBER OF HOURS PER MONTH 20; NUMBER OF HOURS DURING TRADING 0; DRIVING CUSTOMERS TO THEIR DESTINATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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