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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-17 |
| VA | RA | APPROVED | 2022-04-25 |
| CA | RA | APPROVED | 2022-04-19 |
| HI | RA | APPROVED | 2017-01-04 |
Branch Locations
25 Kaneohe Bay Dr Ste 220 Aikahi Shopping Center, Kailua, HI 96734 • United States
4256 Radford Dr, Honolulu, HI 96818 • United States
95-1830 Meheula Prkway, Space C-7, Mililani, HI 96789 • United States
9999 Willow Creek Road, San Diego, CA 92131 • United States
Honolulu, HI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Credit Union | Kailua | HI | 02/2007 | 01/2018 |
| Navy Federal Investment Services, Llc | Kailua | HI | 02/2007 | Present |
| Navy Federal Investment Services, Llc | Kailua | HI | 01/2017 | Present |
| Navy Federal Financial Group, Llc | Kailua | HI | 02/2007 | Present |
Real Estate Rental property in Honolulu, HI., Investment related, Inactive owner, No specific duties, January,2016. Hours devoted:0, Non during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-15 |
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