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Paul Mark Weinberg

Wealthspire Retirement Advisory

Bethesda, MD

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-06-07
  • MD RA
    APPROVED
    Since 2023-06-07

Branch Locations

6903 Rockledge Dr 14Th Floor, Bethesda, MD 20817 • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nfp Securities, Inc Bethesda MD 04/2011 08/2022
Nfp Retirement, Inc. Aliso Viejo CA 08/2022 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 04/2011 → 08/2022
    Nfp Securities, Inc
    Bethesda, MD
  • 08/2022 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-06
  • S65 Uniform Investment Adviser Law Examination
    2023-06-06

View on SEC IAPD

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