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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-05-10 |
Branch Locations
9999 Willow Creek Road, San Diego, CA 92131 • United States
Escondido, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | San Diego | CA | 04/2010 | 04/2018 |
| Usaa Financial Advisors Inc | San Diego | CA | 04/2010 | 04/2018 |
| Usaa Investment Management Company | San Diego | CA | 01/2018 | 04/2018 |
| Navy Federal Financial Group, Llc | San Diego | CA | 05/2018 | Present |
| Navy Federal Investment Services, Llc | San Diego | CA | 05/2018 | Present |
- Active Owner of Hacienda Adobe Vineyards- non investment related, Agriculture & farming sales of grapes began in 9/2019, approx. 30hrs per month, not during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-10 |
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