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Voya Retirement Advisors, LLC CRD 3989
$37.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-14 |
| NM | RA | APPROVED | 2023-07-14 |
| TX | RA | APPROVED | 2023-07-14 |
Branch Locations
One Orange Way, Windsor, CT 06095 • United States
Brentwood, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pen-Cal Administrators | Pleasanton | CA | 06/2005 | Present |
| Lion Street Financial | Pleasanton | CA | 08/2015 | 01/2019 |
| Lion Street Advisors | Pleasanton | CA | 08/2015 | 01/2019 |
| Voya Financial Advisors, Inc. | Livermore | CA | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-05 |
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