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Allison Odea Edmonds

Wealthspire Retirement Advisory

Bethesda, MD

Aliso Viejo, CA

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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 2023-12-11
  • MD RA
    APPROVED
    Since 2023-12-11

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 Columbia MD 09/2012 Present
Kestra Financial Columbia MD 01/2018 08/2022
Nfp Retirement, Inc. Aliso Viejo CA 01/2023 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 09/2012 → Present
    Nfp
    Columbia, MD
  • 01/2018 → 08/2022
    Kestra Financial
    Columbia, MD
  • 01/2023 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-31
  • S65 Uniform Investment Adviser Law Examination
    2018-10-31
Other Names
  • Allison Leigh O'DEa
  • Allison O'DEa Edmonds

View on SEC IAPD

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Other Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

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