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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-07-24 |
| CA | RA | APPROVED | 2023-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Woodside | CA | 10/2010 | 12/2022 |
| Navy Federal Financial Group, Llc | San Diego | CA | 04/2023 | 10/2023 |
| Navy Federal Investment Services, Llc | San Diego | CA | 04/2023 | 10/2023 |
| Unemployed | San Diego | CA | 12/2022 | 02/2023 |
| Iron Orr Fitness | La Jolla | CA | 02/2023 | 03/2023 |
| Unemployed | San Diego | CA | 03/2023 | 04/2023 |
| Navy Federal Financial Group, Llc | San Diego | CA | 10/2023 | 07/2025 |
| Navy Federal Investment Services, Llc | San Diego | CA | 10/2023 | 07/2025 |
| Navy Federal Financial Group, Llc | Portland | OR | 07/2025 | Present |
| Navy Federal Investment Services, Llc | Portland | OR | 07/2025 | Present |
Book Author, "The Impending Crisis." Non-investment related. - San Diego CA. 6/30/2018. 0 hours/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-11 |
| S65 | Uniform Investment Adviser Law Examination | 2011-11-07 |
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