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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-12 |
Branch Locations
5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States
1007 Electric Ave, Vienna, VA 22180 • United States
9999 Willow Creek Road, San Diego, CA 92131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fusion Golf Center | Woodenville | WA | 06/2021 | 09/2021 |
| Seattle Boat Company | Newport | WA | 05/2017 | 10/2019 |
| Eugene Golf And Country Club | Eugene | OR | 08/2022 | 07/2023 |
| University Of Oregon | Eugene | OR | 10/2019 | 06/2023 |
| Student | Bellevue | WA | 09/2005 | 06/2019 |
| Cutco | Bellevue | WA | 06/2016 | 09/2019 |
| Unemployed | Bellevue | WA | 07/2023 | 12/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2023 | 06/2024 |
| Northwestern Mutual Investment Services Llc | La Jolla | CA | 12/2023 | 06/2024 |
| Navy Federal Financial Group, Llc | San Diego | CA | 08/2024 | 03/2026 |
| Navy Federal Investment Services, Llc | San Diego | CA | 08/2024 | 03/2026 |
| Navy Federal Financial Group, Llc | San Diego | CA | 03/2026 | Present |
| Navy Federal Investment Services, Llc | San Diego | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
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