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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-16 |
Branch Locations
1007 Electric Ave, Vienna, VA 22180 • United States
Milton, FL • United States
5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Boston | GA | 12/2015 | 07/2025 |
| Wiregrass Investment Management Llc | Boston | GA | 10/2018 | 07/2025 |
| Navy Federal Financial Group, Llc | Pensacola | FL | 07/2025 | Present |
| Navy Federal Investment Services, Llc | Pensacola | FL | 07/2025 | Present |
1) Real Estate Rental - Thomasville, GA - Start Date: 11/01/2021 - Periodically renting residence out via VRBO or Air BNB, - 3 Hours Per Month during Non-trading hrs, 0 Hours During Trading hrs - Investment Related 2) Bookkeeper - Contract Labor - Milton, FL - Start Date: 7/2025 - keep financial books for family farm - 24 Hours Per Month during non-trade hrs, 0 Hours During Trading hrs. - Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
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