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Current Employers
Wealthspire Retirement Advisory

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2013-05-29
  • CA RA
    APPROVED
    Since 2013-05-29

Branch Locations

120 Vantis Suite 400, Aliso Viejo, CA 92656 • 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 04/2013 10/2025
Kestra Investment Services, Llc. Austin TX 07/2014 12/2017
Shea Retirement Service Irvine CA 10/2006 06/2020
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 04/2013 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 07/2014 → 12/2017
    Kestra Investment Services, Llc.
    Austin, TX
  • 10/2006 → 06/2020
    Shea Retirement Service
    Irvine, CA
  • 10/2025 → Present
    Aliso Viejo, CA
Previous Registrations
  • 2010-03-02 → 2014-07-22
    Financial Telesis Inc
    Aliso Viejo, CA
    San Rafael, CA
    Irvine, CA
  • 2007-12-18 → 2010-03-01
    Nrp Advisors, Inc.
    Irvine, CA
    Costa Mesa, CA
  • 2006-09-13 → 2007-12-20
    Cantella & Co., Inc.
    Malden, MA
    Costa Mesa, CA
  • 2002-05-03 → 2006-09-26
    Mmc Securities Llc
    Newport Beach, CA
Other Businesses

Jill Shea is a volunteer at Woodbridge Village Association, a Home Owners Association. It is not an investment related business and she spends less than 10% of her time on activities related to that business, all outside of normal securities trading hours. Jill Shea is a Active member of local Orange County Chapter of ISCEBS, an benefits networking and education networking group not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-04-03
S63 Uniform Securities Agent State Law Examination 1993-02-11
  • S65 Uniform Investment Adviser Law Examination
    2002-04-03
  • S63 Uniform Securities Agent State Law Examination
    1993-02-11
Other Names
  • Jillbarry Shea
  • Jill Barry Shea
  • Jill Barry
  • Jill Barryshea

View on SEC IAPD

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