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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-06 |
Branch Locations
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
505 Highway 169 North Suite 1100, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 01/2024 | 07/2026 |
| New Acquisitions Inc. | Atlanta | GA | 03/2020 | 11/2020 |
| Innovation Tittle, Inc. | Manalapan Township | NJ | 11/2020 | 04/2021 |
| Angel Oak Mortgage Solutions Llc | Atlanta | GA | 04/2021 | 09/2022 |
| Highgrove Partners | Austell | GA | 03/2023 | 12/2023 |
| Unemployed/ Laid Off | Atlanta | GA | 09/2022 | 03/2023 |
| Florida College | Temple Terrace | FL | 08/2015 | 05/2018 |
| Unemployed Due To Not Having Authorization To Work In Usa | Atlanta | GA | 05/2018 | 03/2020 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 08/2026 | Present |
*594396 - Independent Artist; Investment related - No; Buford, Georgia; Art/Culture; Artist (proprietor, partner, officer, director, employee, trustee, agent); 5/2024; During business hours: 0; After business hours: 5; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-08 |
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