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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-17 |
| VA | RA | APPROVED | 2023-04-14 |
Branch Locations
208 Golden Oak Ct Ste 300 [Support Center], Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Brokerage Services, Llc | Virginia Beach | VA | 01/2017 | 04/2019 |
| Cuna Mutual Group | Waverly | IA | 05/2019 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2019 | 05/2022 |
| Lpl Financial Llc | Virginia Beach | VA | 05/2022 | 03/2023 |
| Wells Fargo Clearing Services, Llc ( | Virginia Beach | VA | 03/2023 | Present |
| Navy Fderal Brokerage Services, Llc | Vienna | VA | 08/2007 | 04/2019 |
1) MICHAEL MEEHAN MUSICIAN, NOT INV RELATED, VIRGINIA BEACH, VA, 100% OWNERSHIP, START 6/1/2010, 6 HOURS PER MONTH, ZERO HOURS DURING TRADING, MUSICAL ENTERTAINMENT. CHURCH OF THE HOLY APOSTLES, INVT RELATED, VIRGINIA BEACH, VA, FINANCE COMMITTEE MEMBER, START DATE 6/1/2012, 4 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REVIEWING FINANCIAL REPORTS, PREPARING BUDGETS AND ADVISING VESTRY ON FINANCIAL DECISIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-11 |
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