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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-24 |
Branch Locations
141 Longwater Drive Suite 101, Norwell, MA 02061 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 05/2010 | 07/2023 |
| Unemployed | Keller | TX | 07/2023 | 11/2024 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 11/2024 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-17 |
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