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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-13 |
Branch Locations
9999 Willow Creek Road, San Diego, CA 92131 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 01/2018 | 05/2022 |
| Mission Federal Credit Union | San Diego | CA | 11/2017 | 12/2017 |
| San Diego County Credit Union | San Diego | CA | 11/2016 | 11/2017 |
| Evolution Hospitality | San Diego | CA | 06/2016 | 11/2016 |
| Navy Federal Financial Group, Llc | San Diego | CA | 05/2022 | Present |
| Navy Federal Investment Services, Llc | San Diego | CA | 05/2022 | Present |
Nature of Outside Business:Rental Property; Position: Owner; Start Date: 7/1/2008; Investment Related: Yes; Address of Outside Business: San Diego, CA; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Own 2 rental properties in which I collect rents and fully responsible for an maintenance of property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-13 |
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