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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Retirement Inc. | Aliso Viejo | CA | 03/2015 | 10/2025 |
| Kestra Investment Services, Llc | Austin | TX | 03/2015 | 03/2018 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Business Name: Youth & Family Services YMCA Investment Related: No Address: 105 E Carrillo Street Santa Barbara CA 93101 Nature of Business: Community/Charitable/Civic; Other Other/None of the Above Programs for at risk youth. Position, Title or Relationship: Director Start Date: 2/1/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Provide business oversight for organizations management. Assist in fundraising from community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-01 |
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