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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2022-08-16 |
| CA | RA | APPROVED | 2015-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Austin | TX | 12/2014 | 07/2017 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 12/2014 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Sales Agent at Epic Realty - purchase/sale activity for real estate. Starting date 10/21/2020. NON Investment Related. 5 hours per month outside trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-21 |
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