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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-27 |
Branch Locations
1007 Electric Ave, Vienna, VA 22180 • United States
4538 S Dale Mabry Hwy, Tampa, FL 33611 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Tampa | FL | 08/2005 | 12/2020 |
| Usaa Financial Advisors Inc | Tampa | FL | 04/2005 | 06/2020 |
| Usaa Investment Services Company | Tampa | FL | 01/2018 | 08/2022 |
| 21St Century Technologies Llc | Las Vegas | NV | 08/2019 | Present |
| Usaa Life Insurance Company | Tampa | FL | 12/2020 | 08/2022 |
| Navy Federal Financial Group, Llc | Tampa | FL | 10/2022 | Present |
| Navy Federal Investment Services, Llc | Tampa | FL | 10/2022 | Present |
| Unemployed | Tampa | FL | 08/2022 | 10/2022 |
- Name of Business: Finacial Institution Insurance Council Committee: Bus. Address: Ft. Lauderdale FL. Nature of Business: Industry Roundtable with other bank and credit unions. Title/Position Held: Volunteer, Dates Employed: 12/11/2023 To: Present. Amount of Time You Devote to Business: two one hour committee meetings a year, plus two office meetings (5-6 days per year). Work for business during securities trading hours? two one hour committee meetings a year, plus two office meetings (5-6 days per year). Brief Description of Duties Performed: Serve on the committee to provide guidence to the managing directors on the direction and course of the FIIC business community. - Name of Business: Procu - Nature of Business:Credit Union Association, Title/Position Held: Board Member, Duties:Serve as volunteer on board, attend board meetings and conferences, Dates Employed: 1/30/2025, 1.5Hrs per month devoted druing non-trade hours, 1.5Hrs per month devoted druing trade hours, - Name of Business: Osaic Financial Institutions Advisory Board - Nature of Business: Financial Advisory board Title/Position Held: Board Member, Duties: Serve on board, attend board meetings to provide best practices and suggestions for enhancements and improvements. Dates Employed: 1/1/2026, 1.5Hrs per month devoted druing non-trade hours, 1.5Hrs per month devoted druing trade hours,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-14 |
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