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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Retirement, Inc. | Aliso Viejo | CA | 06/2012 | 10/2025 |
| Kestra Investment Services, Llc. | Aliso Viejo | CA | 07/2014 | 01/2018 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Wrigley Insurance Services, LLC; 521 5th Avenue, 15th Floor, New York, NY 10175. Investment-related; Insurance entity. Title/Position: VP; Strategic discussions with the Board of Directors related to insurance business. Start date: 09/2025. Approximate number of hours per month devoted to the other business: 5
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-10 |
| S65 | Uniform Investment Adviser Law Examination | 2014-01-06 |
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