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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-04 |
Branch Locations
5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prestige Wealth Management | Lake Elmo | MN | 03/2016 | 03/2017 |
| Stifel | Pensacola | FL | 08/2021 | 04/2026 |
| Baird | Edina | MN | 03/2017 | 02/2018 |
| Unemployed | Milton | FL | 02/2018 | 08/2021 |
| Navy Federal Financial Group, Llc | Pensacola | FL | 04/2026 | Present |
| Navy Federal Investment Services, Llc | Pensacola | FL | 04/2026 | Present |
1. State of Florida Notary; Tallahassee FL; Notary; 07/26/2024; 1.00hr/week; During securities trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-15 |
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