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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-26 |
| SC | RA | APPROVED | 2026-02-18 |
| VT | RA | APPROVED | 2026-01-16 |
| NC | RA | APPROVED | 2025-04-30 |
| MA | RA | APPROVED | 2025-04-03 |
| NM | RA | APPROVED | 2025-02-19 |
| FL | RA | APPROVED | 2024-08-09 |
| AL | RA | APPROVED | 2024-08-08 |
| GA | RA | APPROVED | 2024-08-02 |
Branch Locations
5140 Windward Parkway, Alpharetta, GA 30004 • United States
5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Alpharetta | GA | 04/2014 | 07/2024 |
| Prudential Insurance Company Of America | Alpharetta | GA | 04/2014 | 07/2024 |
| Navy Federal Financial Group, Llc | Alpharetta | GA | 07/2024 | Present |
| Navy Federal Investment Services, Llc | Alpharetta | GA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-16 |
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