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Heather Rose Bitner

Navy Federal Investment Services, LLC

Lemoore, CA

San Diego, CA

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Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-05-09
  • CA RA
    APPROVED
    Since 2023-05-09

Branch Locations

Lemoore, CA • United States

9999 Willow Creek Road, San Diego, CA 92131 • 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 Financial Group, Llc Lemoore CA 02/2022 Present
Navy Federal Investment Services, Llc Lemoore CA 02/2022 Present
Navy Federal Credit Union Lemoore CA 03/2014 09/2019
Navy Federal Credit Union Lemoore CA 09/2019 02/2022
  • 02/2022 → Present
    Navy Federal Financial Group, Llc
    Lemoore, CA
  • 02/2022 → Present
    Navy Federal Investment Services, Llc
    Lemoore, CA
  • 03/2014 → 09/2019
    Navy Federal Credit Union
    Lemoore, CA
  • 09/2019 → 02/2022
    Navy Federal Credit Union
    Lemoore, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-08
S63 Uniform Securities Agent State Law Examination 2011-10-31
  • S66 Uniform Combined State Law Examination
    2023-05-08
  • S63 Uniform Securities Agent State Law Examination
    2011-10-31
Other Names
  • Heather Rose Aguayo
  • Heather Rose Aguayo

View on SEC IAPD

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