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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
6903 Rockledge Dr 14Th Floor, Bethesda, MD 20817 • 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 |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 10/2022 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 01/2023 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
I refer group benefits, retirement plans and life insurance sales to others within The Meltzer Group. Start Date: 10/1/1990 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Mostly I handle P & C leads from The Meltzer Group and place the business with NFP P & C.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-11 |
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