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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-10 |
Branch Locations
825 Bestgate Road, Annapolis, MD 21401 • United States
1007 Electric Ave, Vienna, VA 22180 • United States
Crofton, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tower Federal Credit Union | Hanover | MD | 03/2014 | 04/2024 |
| Lpl Financial Llc | Hanover | MD | 01/2017 | 04/2024 |
| Hf Advisory Group, Llc | Annapolis | MD | 04/2024 | 01/2025 |
| Navy Federal Financial Group, Llc | Rockville | MD | 02/2025 | 10/2025 |
| Navy Federal Investment Services, Llc | Rockville | MD | 02/2025 | 10/2025 |
| Navy Federal Investment Services, Llc | Annapolis | MD | 10/2025 | Present |
| Navy Federal Financial Group, Llc | Annapolis | MD | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-03 |
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
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