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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-10-30 |
| SC | RA | APPROVED | 2025-10-29 |
| CO | RA | APPROVED | 2024-09-09 |
| OR | RA | APPROVED | 2024-03-01 |
| AL | RA | APPROVED | 2022-04-26 |
| IL | RA | APPROVED | 2022-04-26 |
| NC | RA | APPROVED | 2022-04-19 |
| TX | RA | APPROVED_RES | 2022-04-19 |
| AZ | RA | APPROVED | 2022-03-24 |
| AR | RA | APPROVED | 2022-03-14 |
| FL | RA | APPROVED | 2022-03-14 |
| HI | RA | APPROVED | 2022-03-14 |
| CA | RA | APPROVED | 2017-01-04 |
Branch Locations
2178 Vista Way, Suites E4, Oceanside, CA 92054 • United States
9999 Willow Creek Road, San Diego, CA 92131 • United States
San Marcos, CA • 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 Investment Services, Llc | Oceanside | CA | 05/2013 | Present |
| Navy Federal Asset Management, Llc | Carlsbad | CA | 11/2014 | 01/2017 |
| Navy Federal Financial Group, Llc | Oceanside | CA | 05/2013 | Present |
| Navy Federal Investment Services, Llc | Oceanside | CA | 01/2017 | Present |
Wiegele Family Trust- Co-Trustee - Rental/property Management, collect rent and manage tenant issues in wiegele family trust in San Marco, CA - Started July 15, 2022. Devotes 2 hours monthly during non trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-20 |
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