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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-09-08 |
Branch Locations
Jacksonville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Pensacola | FL | 12/2009 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Pensacola | FL | 10/2018 | 06/2021 |
| Navy Federal Financial Group, Llc | Pensacola | FL | 07/2022 | 08/2023 |
| Navy Federal Investment Services, Llc | Pensacola | FL | 07/2022 | 08/2023 |
| Navy Federal Credit Union | Pensacola | FL | 06/2021 | 07/2022 |
| Navy Federal Investment Services, Llc | Jacksonville | NC | 08/2023 | 03/2026 |
| Navy Federal Financial Group, Llc | Jacksonville | NC | 08/2023 | 03/2026 |
| Navy Federal Investment Services, Llc | Jacksonville | FL | 03/2026 | Present |
| Navy Federal Financial Group, Llc | Jacksonville | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-03 |
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