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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-03 |
| CA | RA | APPROVED | 2026-01-09 |
| MD | RA | APPROVED | 2026-01-05 |
| GA | RA | APPROVED | 2025-10-17 |
| VA | RA | APPROVED | 2025-01-15 |
Branch Locations
820 Follin Ln, Vienna, VA 22180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money One Federal Credit Union | Largo | MD | 05/2015 | 05/2017 |
| Citibank | Washington Dc | DC | 06/2017 | 03/2023 |
| Citigroup | Rockville Pike | MD | 01/2019 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alexandria | VA | 03/2023 | 12/2024 |
| Bank Of America, N.A. | Alexandria | VA | 03/2023 | 12/2024 |
| Navy Federal Financial Group, Llc | Vienna | VA | 01/2025 | Present |
| Navy Federal Investment Services, Llc | Vienna | VA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-09 |
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