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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
Williamsburg, VA • United States
1010 South Oneida Street, Appleton, WI 54915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Financial Group, Llc | Norfolk | VA | 05/2018 | 05/2018 |
| Navy Federal Brokerage Services, Llc | Norfolk | VA | 05/2018 | 05/2018 |
| Unemployed (Entire Division Eliminated) | Newport News | VA | 07/2016 | 11/2016 |
| College For Financial Planning (Master Of Science) | Centennial | CO | 11/2016 | 05/2018 |
| Kaplan Professional Education, College For Financial Planning | La Crosse | WI | 09/2017 | Present |
| Lincoln Financial Advisors Corporation | Appleton | WI | 04/2020 | 01/2025 |
| Osaic Wealth, Inc. | Williamsburg | VA | 01/2025 | Present |
1) STEPHANIE MACPHERSON VIRGINIA BEACH, VA 23451 CATEGORY: MEDIA INVESTMENT RELATED: NO TITLE: AUTHOR DUTIES: RECEIVE ROYALTIES AS BOOK (TREASURER'S GUIDE: HOW TO CREATE, IMPLEMENT, AND MAINTAIN AN ORGANIZED SYSTEM FOR A GREEK ORGANIZATION'S CHAPTER FINANCES) IS SOLD AT BARNES AND NOBLE AND AMAZON. START DATE: 1/1/2006 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) THE COLLEGE OF WILLIAM & MARY - OSHER INSTITUTE - WILLIAMSBURG, VA 23188 CATEGORY: INSTRUCTOR INVESTMENT RELATED: NO TITLE: INSTRUCTOR DUTIES: INSTRUCTOR. NONE OF THE COURSES RELATE TO FINANCIAL PLANNING, INVESTMENTS, INSURANCE SALES, TAX MINIMIZATION PLANNING, ETC. START DATE: 11/21/2024 HOURS PER MONTH: 12 HOURS PER MONTH DURING TRADING HOURS: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-13 |
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