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John Lawrence Livingston

Wealthspire Retirement Advisory

Aliso Viejo, CA

Dallas, TX

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-01-10
  • TX RA
    APPROVED
    Since 2012-01-10

Branch Locations

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Dallas, TX • 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 10/2009 10/2025
Nfp Advisor Services, Llc. Austin TX 07/2014 03/2018
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 10/2009 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 07/2014 → 03/2018
    Nfp Advisor Services, Llc.
    Austin, TX
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-01-29
S63 Uniform Securities Agent State Law Examination 1992-10-30
  • S65 Uniform Investment Adviser Law Examination
    1993-01-29
  • S63 Uniform Securities Agent State Law Examination
    1992-10-30
Designations

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
ANCHOR CAPITAL
EDEN FINANCIAL
JG WEALTH MANAGEMENT, LLC
LIFETIME FINANCIAL, INC.
SST BENEFITS CONSULTING
CLARAPHI ADVISORY NETWORK, LLC
PRESTON CAPITAL

Other Investors

LUKE ROY MCKELVY
Jeffrey A Dewees
William A Schellenberg
Jay Tamkoc
ANNA THERESE WALTERS
Eric Alexander Davalos
John Kincannon
GARRETT THOMAS WATERS

Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA
EDEN FINANCIAL · ALISO VIEJO, CA
JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA
LIFETIME FINANCIAL, INC. · Aliso Viejo, CA
SST BENEFITS CONSULTING · ALISO VIEJO, CA
CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

More in Aliso Viejo, CA

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