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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Mclean | VA | 02/2017 | 12/2024 |
| Wells Fargo Bank Na | Mclean | VA | 08/2015 | 12/2024 |
| Navy Federal Financial Group, Llc | Vienna | VA | 12/2024 | Present |
| Navy Federal Investment Services, Llc | Vienna | VA | 12/2024 | Present |
| Navy Federal Credit Union | Vienna | VA | 12/2024 | Present |
RENTAL PROPERTY, INV RELATED, ARLINGTON, VA, 50% OWNERSHIP, START DATE: 10/27/23, 1 HR PER MONTH, 1 HR DURING TRADING, OWNER;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-06 |
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