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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-04-10 |
Branch Locations
6903 Rockledge Dr 14Th Floor, 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 |
|---|---|---|---|---|
| Nfp Securities, Inc | Bethesda | MD | 04/2011 | 10/2021 |
| Kestra Investment Services, Llc | Bethesda | MD | 04/2011 | 03/2024 |
| Kestra Advisory Services, Llc | Bethesda | MD | 10/2021 | 03/2024 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 04/2024 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Business Name: Rental Property, owner since 10/2009., Address; 14920 Cherrywood Dr. Laurel MD 20707, devoting 4 hours a month during non-trading hours, handling tenants' issues as well as repairs and maintenance. Non-investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-28 |
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