Best Investors Account Sign in

David Matthew Wallin

Navy Federal Investment Services, LLC

Pensacola, FL

Pensacola, FL

Claim This Profile
Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2024-11-11
AL RA APPROVED 2017-01-04
AK RA APPROVED 2017-01-04
CA RA APPROVED 2017-01-04
DC RA APPROVED 2017-01-04
FL RA APPROVED 2017-01-04
GA RA APPROVED 2017-01-04
HI RA APPROVED 2017-01-04
IN RA APPROVED 2017-01-04
LA RA APPROVED 2017-01-04
MD RA APPROVED 2017-01-04
MI RA APPROVED 2017-01-04
NC RA APPROVED 2017-01-04
SC RA APPROVED 2017-01-04
TX RA APPROVED 2017-01-04
VA RA APPROVED 2017-01-04
  • NM RA
    APPROVED
    Since 2024-11-11
  • AL RA
    APPROVED
    Since 2017-01-04
  • AK RA
    APPROVED
    Since 2017-01-04
  • CA RA
    APPROVED
    Since 2017-01-04
  • DC RA
    APPROVED
    Since 2017-01-04
  • FL RA
    APPROVED
    Since 2017-01-04
  • GA RA
    APPROVED
    Since 2017-01-04
  • HI RA
    APPROVED
    Since 2017-01-04
  • IN RA
    APPROVED
    Since 2017-01-04
  • LA RA
    APPROVED
    Since 2017-01-04
  • MD RA
    APPROVED
    Since 2017-01-04
  • MI RA
    APPROVED
    Since 2017-01-04
  • NC RA
    APPROVED
    Since 2017-01-04
  • SC RA
    APPROVED
    Since 2017-01-04
  • TX RA
    APPROVED
    Since 2017-01-04
  • VA RA
    APPROVED
    Since 2017-01-04

Branch Locations

5550 Heritage Oaks Drive Building 1, Pensacola, FL 32526 • United States

Pensacola, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Navy Federal Investment Services, Llc Pensacola FL 08/2010 Present
Navy Federal Investment Services, Llc Pensacola FL 01/2017 Present
Navy Federal Financial Group, Llc Pensacola FL 08/2010 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-20
  • S66 Uniform Combined State Law Examination
    2008-02-20
Other Names
  • David M Wallin

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
HHM WEALTH ADVISORS, LLC
EDWARD JONES
ARMADA ADVISORS
KINGSMAN WEALTH MANAGEMENT INC.
TRUIST ADVISORY SERVICES, INC.
VM. GROUP
CETERA INVESTMENT ADVISERS LLC

Other Investors

WALTER BRYAN HILL
Evan Jacob Seagle
Robert Charles Lucier
Trevor Samuel Odom
WESLEY SYFRETT ODOM
Frank Pesce III
JOHN FREDERICK COSGROVE
Katie Ilene Kingsman

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Pensacola, FL
HHM WEALTH ADVISORS, LLC · Pensacola, FL
EDWARD JONES · PENSACOLA, FL
ARMADA ADVISORS · PENSACOLA, FL
EDWARD JONES · PENSACOLA, FL
KINGSMAN WEALTH MANAGEMENT INC. · PENSACOLA, FL
TRUIST ADVISORY SERVICES, INC. · PENSACOLA, FL
TRUIST ADVISORY SERVICES, INC. · PENSCOLA, FL

More in Pensacola, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor