Yarziah Raymond Reeves

Employer firm

Wealthspire Retirement Advisory CRD 121254

$38.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• RESEARCH/VENDOR REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 11/2018
  Valic Financial Advisors, Inc.
  North Chesterfield, VA
• 04/2019 → 06/2023
  John Hancock
  Boston, MA
• 05/2019 → 06/2023
  John Hancock Distributors Llc
  Boston, MA
• 11/2018 → 04/2019
  Unemployed
  North Bethesda, MD
• 06/2023 → 10/2025
  Nfp Retirement, Inc.
  Aliso Viejo, CA
• 10/2025 → Present
  Wealthspire Retirement Advisory
  Aliso Viejo, CA

Previous Registrations

• 2019-05-29 → 2023-06-02
  John Hancock Personal Financial Services, Llc
  North Bethesda, MD
  Boston, MA
  Silver Spring, MD
• 2016-02-16 → 2018-11-16
  Valic Financial Advisors, Inc.
  Mclean, VA
  North Chesterfield, VA
  Houston, TX
  Linthicum Heights, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-29
• S63 Uniform Securities Agent State Law Examination
  1999-03-22