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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-13 |
| HI | RA | APPROVED | 2026-03-23 |
| NC | RA | APPROVED | 2025-12-01 |
| AZ | RA | APPROVED | 2025-04-18 |
| PA | RA | APPROVED | 2024-12-17 |
| CA | RA | APPROVED | 2024-09-06 |
Branch Locations
4180 Avenida De La Plata, Oceanside, CA 92056 • United States
Fallbrook, CA • United States
9999 Willow Creek Road, San Diego, CA 92131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Llc | Oceanside | CA | 07/2002 | 08/2024 |
| Wells Fargo Advisors Llc | Oceanside | CA | 01/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oceanside | CA | 11/2016 | 08/2024 |
| Navy Federal Financial Group, Llc | San Diego | CA | 09/2024 | 08/2025 |
| Navy Federal Investment Services, Llc | San Diego | CA | 09/2024 | 08/2025 |
| Navy Federal Investment Services, Llc | Oceanside | CA | 08/2025 | Present |
| Navy Federal Financial Group, Llc | Oceanside | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-11 |
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