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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-14 |
Branch Locations
1007 Electric Ave, Vienna, VA 22180 • United States
Wesley Chapel, FL • United States
Wesley Chapel, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Tampa | FL | 07/2011 | 06/2020 |
| Usaa Financial Planning Services | Tampa | FL | 07/2011 | 12/2020 |
| Usaa Investment Services Company | Tampa | FL | 01/2018 | 04/2025 |
| Twenty Sweets Llc | Wesley Chapel | FL | 08/2019 | 04/2025 |
| Usaa Life Insurance Company | Tampa | FL | 12/2020 | 04/2025 |
| Navy Federal Financial Group, Llc | Wesley Chapel | FL | 04/2025 | Present |
| Navy Federal Investment Services, Llc | Wesley Chapel | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-09 |
| S65 | Uniform Investment Adviser Law Examination | 2011-10-10 |
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