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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 2022-09-20
  • MD RA
    APPROVED
    Since 2022-09-20

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 Retirement Aliso Viejo CA 09/2022 10/2025
Nfp - Benefits Bethesda MD 07/2020 Present
Reilly Benefits, Inc. Churchton MD 09/2012 07/2020
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 09/2022 → 10/2025
    Nfp Retirement
    Aliso Viejo, CA
  • 07/2020 → Present
    Nfp - Benefits
    Bethesda, MD
  • 09/2012 → 07/2020
    Reilly Benefits, Inc.
    Churchton, MD
  • 10/2025 → Present
    Aliso Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-30
  • S65 Uniform Investment Adviser Law Examination
    2021-10-30
Other Names
  • April Suzanne Ewaski

View on SEC IAPD

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