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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-07-23 |
| OR | RA | APPROVED | 2024-07-21 |
| AK | RA | APPROVED | 2024-07-19 |
| NV | RA | APPROVED | 2024-07-19 |
| WA | RA | APPROVED | 2024-07-19 |
| CA | RA | APPROVED | 2020-03-11 |
Branch Locations
9999 Willow Creek Road, San Diego, CA 92131 • United States
9660 Mission Gorge Road, Santee, CA 92071 • United States
El Cajon, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phase Four Financial Solutions | San Diego | CA | 10/2014 | 04/2018 |
| Navy Federal Financial Group, Llc | San Diego | CA | 03/2020 | Present |
| Navy Federal Investment Services, Llc | San Diego | CA | 03/2020 | Present |
| Navy Federal Credit Union | La Mesa | CA | 04/2018 | 03/2020 |
Rise City Church- Volunteer Lead small group discussions, help lead group activities, Started- 1/1/2022 - Devote 4-6 hours during Non trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-13 |
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