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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-01-04 |
Branch Locations
5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States
Gulf Breeze, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Investment Services, Llc | Pensacola | FL | 08/2015 | Present |
| Navy Federal Financial Group, Llc | Pensacola | FL | 08/2015 | Present |
| Navy Federal Brokerage Services, Llc | Pensacola | FL | 01/2017 | Present |
Rehabilitation Foundation of Northwest Florida - Trustee, Started Feb. 13, 2020. Duties:Attend meeting and vote to award funds to the physically disabled. Devote 2 hours monthly during non-trading hours. No compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 2010-03-19 |
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