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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-10-06 |
| MD | RA | APPROVED | 2025-07-17 |
| NC | RA | APPROVED | 2025-07-17 |
| VA | RA | APPROVED | 2025-07-17 |
| CA | RA | APPROVED | 2025-06-09 |
Branch Locations
4365 Imperial Avenue, San Diego, CA 92113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2014 | 10/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2017 | 03/2025 |
| Sorrento Pacific Financial, Llc | San Diego | CA | 10/2017 | 03/2025 |
| Navy Federal Financial Group, Llc | San Diego | CA | 06/2025 | Present |
| Navy Federal Investment Services, Llc | San Diego | CA | 06/2025 | Present |
| Homemaker | Chula Vista | CA | 03/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-20 |
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