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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-06 |
Branch Locations
9999 Willow Creek Road, San Diego, CA 92131 • United States
Lemon Grove, CA • United States
Lemon Grove, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco Private Ledger | San Diego | CA | 10/2004 | 02/2021 |
| Independent Financial Group | San Diego | CA | 03/2021 | 10/2021 |
| Unemployed | Lemon Grove | CA | 11/2021 | 04/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2022 | 07/2025 |
| Navy Federal Financial Group, Llc | San Diego | CA | 11/2025 | Present |
| Navy Federal Investment Services, Llc | San Diego | CA | 11/2025 | Present |
| Unemployed | Lemon Grove | CA | 07/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-10 |
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