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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-11-21 |
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 |
|---|---|---|---|---|
| The Meltzer Group | Bethesda | MD | 12/2014 | 11/2022 |
| Kestra Advisory Services, Llc | Bethesda | MD | 09/2016 | 11/2022 |
| Kestra Investment Services, Llc | Bethesda | MD | 09/2016 | 11/2022 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 11/2022 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Business Name: Name: Charles E Smith Life Communities Investment Related: Address: 6121 Montrose Road Rockville MD 20852 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: board member Start Date: 9/24/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: attend 6 meetings per year to help monitor activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-28 |
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