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Navy Federal Investment Services, LLC CRD 138459
$2.10B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
5550 Heritage Oaks Drive Building 1, Pensacola, FL 32526 • United States
Pensacola, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-20 |
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