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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-04-27 |
| MD | RA | APPROVED | 2023-04-26 |
Branch Locations
6903 Rockledge Dr, Bethesda, MD 20817 • United States
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 |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Bethesda | MD | 04/2012 | 01/2017 |
| Ameriprise Financial Services, Inc. | Fairfax | VA | 01/2017 | 01/2018 |
| N/A | Warrenton | VA | 01/2018 | 04/2018 |
| Kestra Investment Services, Llc | Bethesda | MD | 04/2018 | 03/2023 |
| Kestra Advisory Services, Llc | Bethesda | MD | 04/2018 | 03/2023 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 04/2023 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-29 |
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