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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-08-27 |
Branch Locations
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
2600 Kelly Road Suite 130, Warrington, PA 18976 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Bethesda | MD | 02/2015 | 01/2020 |
| Oneamerica Securities | Bethesda | MD | 04/2015 | 01/2020 |
| Nfp Retirement, Inc. | Warrington | PA | 01/2020 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Rental Property: 100% owner of a rental property in North Wales,PA 19454. Purchased in 2011 rented since 2013. NON Investment ralated.,I hour per month outside business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-16 |
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