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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-09 |
Branch Locations
9999 Willow Creek Road, San Diego, CA 92131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Southern Life | San Diego | CA | 02/2014 | 01/2017 |
| W&S Brokerage Service | Cincinnati | OH | 02/2014 | 01/2017 |
| Western Southern Life | San Diego | CA | 03/2017 | 05/2025 |
| W&S Brokerage Services | San Diego | CA | 04/2017 | 05/2025 |
| Navy Federal Financial Group, Llc | San Diego | CA | 06/2025 | Present |
| Navy Federal Investment Services, Llc | San Diego | CA | 06/2025 | Present |
1)REVIVAL TIME CHURCH OF GOD IN CHRIST- CHURCH CHOIR MUSICIAN- BASS GUITAR PLAYER- RECIEVE COMPENSATION WEEKLEY, 12 HRS DEVOTED MONTHLY TO ACTIVITY DURING NON-TRADE HOURS, 0 HRS DEVOTED DURING TRADE HOURS 2)ROTARY CLUB OF SOUTHEAST SAN DIEGO- ROTARY CLUB MEMBER- NO COMPENSATION, 4 HRS DEVOTED MONTHLY TO ACTIVITY DURING NON-TRADE HOURS, 0 HRS DEVOTED DURING TRADE HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-29 |
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