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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-21 |
| NC | RA | APPROVED | 2025-08-04 |
| DE | RA | APPROVED | 2025-08-01 |
| AK | RA | APPROVED | 2023-11-29 |
| GA | RA | APPROVED | 2023-11-13 |
| VA | RA | APPROVED | 2023-11-08 |
| MN | RA | APPROVED | 2023-07-27 |
| MO | RA | APPROVED | 2023-07-20 |
| FL | RA | APPROVED | 2023-03-14 |
Branch Locations
4538 S Dale Mabry Hwy, Tampa, FL 33611 • United States
5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States
Clearwater, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wings Financial Cu | Apple Valley | MN | 08/2016 | 10/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2018 | 04/2022 |
| Minnesota Weight Control | Coon Rapids | MN | 09/2014 | 12/2017 |
| Lpl Financial Llc | Apple Valley | MN | 05/2022 | 11/2022 |
| Navy Federal Financial Group, Llc | Tampa | FL | 03/2023 | Present |
| Navy Federal Investment Services, Llc | Tampa | FL | 03/2023 | Present |
| Unemployed | Burnsville | MN | 11/2022 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-11 |
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