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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-14 |
Branch Locations
2049 Century Pk E Ste 1400, Los Angeles, CA 90067 • 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 |
|---|---|---|---|---|
| Nfp Retirement, Inc. | Aliso Viejo | CA | 04/2023 | 10/2025 |
| Vox Media | Culver City | CA | 07/2022 | 10/2022 |
| Horizon Media | Los Angeles | CA | 08/2021 | 07/2022 |
| Initiative | Los Angeles | CA | 11/2020 | 08/2021 |
| University Of Colorado, Boulder | Boulder | CO | 08/2016 | 12/2019 |
| Self-Employment / Travel | Los Angeles | CA | 11/2022 | 03/2023 |
| Self-Employment / Travel | Los Angeles | CA | 01/2020 | 10/2020 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Kelly Pelino is separately licensed as an independent insurance agent. In this capacity, she can effect transactions in insurance products for her clients and earn commissions for these activities. The fees you pay our firm for advisory services are separate and distinct from the commissions earned by Kelly Pelino for insurance related activities. This presents a conflict of interest because Kelly Pelino may have an incentive to recommend insurance products to you for the purpose of generating commissions rather than solely based on your needs. However, you are under no obligation, contractually or otherwise, to purchase insurance products through any person affiliated with our firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-14 |
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