Jamie April Bond

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-04-08

Branch Locations

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

Organization	City	State	From	To
Utah Valley University	Orem	UT	06/2016	07/2019
Sorenson Communications	Orem	UT	08/2019	05/2020
Profi: The Prfeossional Financial Company	Pleasant Grove	UT	06/2020	08/2021
Budros, Ruhlin & Roe	Columbus	OH	08/2021	03/2023
Corient	Columbus	OH	11/2022	01/2025
Corient Services Llc	Miami	FL	07/2023	01/2025
Cipw Service Company, Llc	Toronto		01/2023	07/2023
Nfp Retirement, Inc.	Aliso Viejo	CA	01/2025	10/2025
Wealthspire Retirement Advisory	Aliso Viejo	CA	10/2025	Present

06/2016 → 07/2019

Utah Valley University

Orem, UT
08/2019 → 05/2020

Sorenson Communications

Orem, UT
06/2020 → 08/2021

Profi: The Prfeossional Financial Company

Pleasant Grove, UT
08/2021 → 03/2023

Budros, Ruhlin & Roe

Columbus, OH
11/2022 → 01/2025

Corient

Columbus, OH
07/2023 → 01/2025

Corient Services Llc

Miami, FL
01/2023 → 07/2023

Cipw Service Company, Llc

Toronto
01/2025 → 10/2025

Nfp Retirement, Inc.

Aliso Viejo, CA
10/2025 → Present

Wealthspire Retirement Advisory

Aliso Viejo, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-03-03
S63	Uniform Securities Agent State Law Examination	2013-05-30