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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Retirement, Inc. | Aliso Viejo | CA | 05/2011 | 10/2022 |
| Kestra Investment Services, Llc. | Austin | TX | 07/2014 | 12/2017 |
| Kestra Financial, Inc. | Aliso Viejo | CA | 12/2019 | 12/2020 |
| Sequoia Consulting Group | San Mateo | CA | 11/2022 | 10/2024 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 11/2022 | 10/2024 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 11/2022 | 10/2024 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 10/2024 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-19 |
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