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Inactive

Brian Allen Roberts

Flexpath Strategies

Virginia Beach, VA

Aliso Viejo, CA

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Current Employers
Flexpath Strategies

120 Vantis Suite 480, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-11-10
  • VA RA
    APPROVED
    Since 2022-11-10

Branch Locations

Virginia Beach, VA • United States

120 Vantis Suite 480, 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 Retirement, Inc. Aliso Viejo CA 02/2011 11/2022
Flexpath Strategies, Inc. Aliso Viejo CA 11/2022 Present
  • 02/2011 → 11/2022
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 11/2022 → Present
    Flexpath Strategies, Inc.
    Aliso Viejo, CA
Previous Registrations
  • 2014-08-20 → 2022-11-09
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
  • 2011-01-31 → 2011-11-09
    Financial Telesis Inc
    San Rafael, CA
    Williamsburg, VA
  • 2009-09-29 → 2011-03-04
    Arete Investment Consulting, Llc
    Virginia Beach, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-05-28
  • S63 Uniform Securities Agent State Law Examination
    1987-05-28
Designations

View on SEC IAPD

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