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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-11-21 |
Branch Locations
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
1060 Maitland Center Common Suite 360, Maitland, FL 32714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nrp Retirement, Inc. | Maitland | FL | 10/2019 | 10/2025 |
| City Of Orlando- Local Government | Orlando | FL | 09/2015 | 03/2019 |
| City Of Mount Dora - Local Government | Mount Dora | FL | 03/2019 | 09/2019 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-30 |
| S66 | Uniform Combined State Law Examination | 2008-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-18 |
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