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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-12-26 |
Branch Locations
6903 Rockledge Dr 14Th Floor, Bethesda, MD 20817 • United States
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Bethesda | MD | 04/2016 | 03/2023 |
| Kestra Investment Services, Llc | Bethesda | MD | 08/2010 | 03/2023 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 06/2023 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
RENTAL PROPERTY POSITION: Owner of townhouse NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2020 ADDRESS: 318 Dawnwood drive, Edgewater MD 21037, United States DESCRIPTION: A property management company oversees the property on my behalf. I do not own or have any investment in the property management company. They receive 10% of the monthly rent for their services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-28 |
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