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Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-19
  • CA RA
    APPROVED
    Since 2026-05-19

Branch Locations

Pasadena, CA • United States

9999 Willow Creek Road, San Diego, CA 92131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Navy Federal Financial Group, Llc San Diego CA 05/2026 Present
Navy Federal Investment Services, Llc San Diego CA 05/2026 Present
J.W. Cole Financial, Inc, Tampa FL 02/2014 04/2017
Cantella & Co., Inc. Boston MA 04/2017 07/2019
Raymond James Financial Services, Inc Long Beach CA 07/2019 10/2020
Raymond James Financial Services Advisors, Inc Long Beach CA 07/2019 10/2020
Kari Kari, Llc Carlsbad CA 05/2020 12/2023
Cuso Financial Services, Lp San Diego CA 12/2023 07/2025
Wescom Financial Services, Llc Pasadena CA 12/2023 05/2026
Lpl Financial Llc Pasadena CA 05/2025 05/2026
  • 05/2026 → Present
    Navy Federal Financial Group, Llc
    San Diego, CA
  • 05/2026 → Present
    San Diego, CA
  • 02/2014 → 04/2017
    J.W. Cole Financial, Inc,
    Tampa, FL
  • 04/2017 → 07/2019
    Cantella & Co., Inc.
    Boston, MA
  • 07/2019 → 10/2020
    Raymond James Financial Services, Inc
    Long Beach, CA
  • 07/2019 → 10/2020
    Long Beach, CA
  • 05/2020 → 12/2023
    Kari Kari, Llc
    Carlsbad, CA
  • 12/2023 → 07/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 12/2023 → 05/2026
    Wescom Financial Services, Llc
    Pasadena, CA
  • 05/2025 → 05/2026
    Pasadena, CA
Previous Registrations
  • 2025-05-15 → 2026-05-23
    Pasadena, CA
    Thousand Oaks, CA
    Sherman Oaks, CA
  • 2024-03-18 → 2025-05-15
    Cuso Financial Services, L.P.
    Pasadena, CA
    Sherman Oaks, CA
    Thousand Oaks, CA
  • 2019-07-17 → 2020-10-07
    Long Beach, CA
    Long Beach, CA
  • 2017-04-28 → 2019-08-02
    Cantella & Co., Inc.
    Carlsbad, CA
    Malden, MA
    Carlsbad, CA
  • 2014-02-12 → 2017-05-15
    Carlsbad, CA
    Tampa, FL
  • 2013-04-08 → 2014-01-31
    Securities America Advisors, Inc.
    Carlsbad, CA
    Carlsbad, CA
  • 2012-10-01 → 2013-04-08
    Oceanside, CA
    Oceanside, CA
    Oceanside, CA
    Oceanside, CA
    Oceanside, CA
  • 2010-06-28 → 2012-10-01
    Chase Investment Services Corp.
    Oceanside, CA
    Oceanside, CA
    Oceanside, CA
    Oceanside, CA
    Oceanside, CA
    Oceanside, CA
  • 2009-05-04 → 2010-06-08
    Wells Fargo Investments, Llc
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-11
S66 Uniform Combined State Law Examination 2023-09-09
  • S65 Uniform Investment Adviser Law Examination
    2024-03-11
  • S66 Uniform Combined State Law Examination
    2023-09-09
Other Names
  • Evan Chung

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