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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-01-04 |
Branch Locations
1007 Electric Ave, Vienna, VA 22180 • UNITED STATES
5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States
Mary Esther, FL • 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 |
|---|---|---|---|---|
| Navy Federal Investment Services, Llc | Pensacola | FL | 09/2014 | Present |
| Navy Federal Investment Services, Llc | Pensacola | FL | 01/2017 | Present |
| Navy Federal Financial Group, Llc | Pensacola | FL | 09/2014 | Present |
1). I CURRENTLY OWN THREE RENTAL PROPERTIES WHICH WERE MY PRIMARY RESIDENCES AT ONE TIME. EACH OF THEM ARE PROFESSIONALLY MANAGED SO I HAVE MINIMAL INTERACTION. THIS STARTED IN MAY 2013 AND I SPEND ABOUT TWO HOURS A MONTH DEALING WITH THE PROPERTY MANAGERS. 2). Volunteer as Treasurer for Emerald Coast Gator Club (non-profit)Mary Esther, FL, Started: July 15, 2018 Non-investment related activity, Duties: process deposits from club events; disburse expenses to include scholarship. Time Devoted to activity: 2 hours a month, 0 during trade hours 3). Volunteer as President/Board Member for Intercoastal Point Condo Association. Started: Oct, 2018 Manages condo association. Serves as Pres of the board. Devotes 5 hours a month during non-trade hours. Ownership of two condo units out of 45 units. No compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-21 |
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