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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Retirement, Inc. | Aliso Viejo | CA | 03/2007 | 10/2025 |
| Kestra Investment Services, Llc. | Aliso Viejo | CA | 07/2014 | Present |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Business Name: NFP Retirement Investment Related: Yes Address: 120 Vantis, Ste. 400 Aliso Viejo CA 92626 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Employee Start Date: 3/1/2007 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: 401(k) Employee Education Meetings Investment Advisor Business Name: Orlando J Torres Investment Related: Yes Address: 120 Vantis, Suite 400 Aliso Viejo CA 92656 Nature of Business: Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Independent Agent Start Date: 6/3/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: As needed, providing life insurance, fixed annuties and long term care insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-16 |
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