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120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-06-05 |
| CA | RA | APPROVED | 2024-06-04 |
| CO | RA | APPROVED | 2024-06-04 |
| NY | RA | APPROVED | 2024-06-04 |
| TX | RA | APPROVED | 2024-06-04 |
Branch Locations
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
120 Vantis Drive Suite 330, Aliso Viejo, CA 92656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Retirement, Inc. | Aliso Viejo | CA | 09/2012 | 06/2024 |
| Kestra Investment Services, Llc. | Aliso Viejo | CA | 07/2014 | 03/2024 |
| Accelerate Investment Advisors Llc | Aliso Viejo | CA | 06/2024 | Present |
Business Name: 540 AMADOR POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/24/2021 ADDRESS: 540 Amador Lane Unit4, West Palm Beach FL 33401 DESCRIPTION: Owner and landlord Business Name: 23732 HILLHURST DR POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2021 ADDRESS: 23732 Hillhurst Dr #10, Laguna Niguel CA 92677 DESCRIPTION: Owner and landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-17 |
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