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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-28 |
Branch Locations
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
1901 Roxborough Rd, Charlotte, NC 28211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 03/2022 | 02/2023 |
| West Shore Home | Charlotte | NC | 09/2021 | 12/2021 |
| On24 | Charlotte | NC | 09/2020 | 06/2021 |
| Unemployed | Charlotte | NC | 12/2021 | 03/2022 |
| Self-Employed | Charlotte | NC | 04/2020 | 06/2020 |
| Unemployed | Charlotte | NC | 06/2020 | 08/2020 |
| Unemployed | Charlotte | NC | 06/2021 | 09/2021 |
| Camelot 3Pl Software | Charlotte | NC | 06/2019 | 08/2019 |
| Unemployed | Charlotte | NC | 12/2019 | 04/2020 |
| Appalachian State University | Boone | NC | 08/2016 | 12/2019 |
| Disys | Charlotte | NC | 02/2023 | 05/2024 |
| Wells Fargo Clearing Services | Charlotte | NC | 04/2023 | 05/2024 |
| Nfp, An Aon Company | Charlotte | NC | 09/2024 | Present |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 07/2026 | Present |
| Unemployed | Charlotte | NC | 05/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-04 |
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