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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-06-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Nfp Retirement, Inc. | Houston | TX | 06/2014 | 10/2025 |
| Nfp Advisor Services, Llc. | Houston | TX | 07/2014 | 04/2017 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Business Name:Sunrise Shore (name of rental beach house in Sand N Sea's Property Management Program) Investment Related: No Address: 22018 Kennedy Drive Galveston TX 77554 Nature of Business: Other Other/None of the Above I perform no activity under this OBA. It is a vacation property I own and have placed in a managed rental program to rent out during periods that my family is not using it. Position, Title or Relationship: Vacation property owner Start Date: 6/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Engaged property management company to include my vacation home in their vacation rental program.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
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