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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-10 |
| AZ | RA | APPROVED | 2022-05-04 |
| CA | RA | APPROVED | 2017-11-09 |
Branch Locations
39826 Winchester Road, Temecula, CA 92591 • United States
41030-B California Oaks Rd, Murrieta, CA 92562 • United States
9999 Willow Creek Road, San Diego, CA 92131 • United States
North Temecula, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2015 | 10/2017 |
| Navy Federal Financial Group, Llc | Temecula | CA | 11/2017 | Present |
| Navy Federal Investment Services, Llc | Temecula | CA | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-03 |
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