William H Copeland

Navy Federal Investment Services, LLC

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Current Employers

Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2025-07-03
NE	RA	APPROVED	2025-06-16
IL	RA	APPROVED	2024-11-13
LA	RA	APPROVED	2024-08-21
TX	RA	APPROVED_RES	2022-06-16
OR	RA	APPROVED	2022-05-27
NY	RA	APPROVED	2022-05-09
AZ	RA	APPROVED	2022-05-04
PR	RA	APPROVED	2022-04-26
WI	RA	APPROVED	2022-04-21
NM	RA	APPROVED	2022-04-20
KS	RA	APPROVED	2022-04-19
OH	RA	APPROVED	2022-04-19
WA	RA	APPROVED	2022-04-19
NC	RA	APPROVED	2022-03-22
NV	RA	APPROVED	2022-03-21
AK	RA	APPROVED	2022-03-14
AR	RA	APPROVED	2022-03-14
CO	RA	APPROVED	2022-03-14
GA	RA	APPROVED	2022-03-14
ID	RA	APPROVED	2022-03-14
IN	RA	APPROVED	2022-03-14
MD	RA	APPROVED	2022-03-14
NJ	RA	APPROVED	2022-03-14
OK	RA	APPROVED	2022-03-14
PA	RA	APPROVED	2022-03-14
SC	RA	APPROVED	2022-03-14
VA	RA	APPROVED	2022-03-14
CA	RA	APPROVED	2022-03-11
IA	RA	APPROVED	2022-03-11
MT	RA	APPROVED	2022-03-11
AL	RA	APPROVED	2018-03-27
FL	RA	APPROVED	2017-04-26

DC RA
APPROVED

Since 2025-07-03
NE RA
APPROVED

Since 2025-06-16
IL RA
APPROVED

Since 2024-11-13
LA RA
APPROVED

Since 2024-08-21
TX RA
APPROVED_RES

Since 2022-06-16
OR RA
APPROVED

Since 2022-05-27
NY RA
APPROVED

Since 2022-05-09
AZ RA
APPROVED

Since 2022-05-04
PR RA
APPROVED

Since 2022-04-26
WI RA
APPROVED

Since 2022-04-21
NM RA
APPROVED

Since 2022-04-20
KS RA
APPROVED

Since 2022-04-19
OH RA
APPROVED

Since 2022-04-19
WA RA
APPROVED

Since 2022-04-19
NC RA
APPROVED

Since 2022-03-22
NV RA
APPROVED

Since 2022-03-21
AK RA
APPROVED

Since 2022-03-14
AR RA
APPROVED

Since 2022-03-14
CO RA
APPROVED

Since 2022-03-14
GA RA
APPROVED

Since 2022-03-14
ID RA
APPROVED

Since 2022-03-14
IN RA
APPROVED

Since 2022-03-14
MD RA
APPROVED

Since 2022-03-14
NJ RA
APPROVED

Since 2022-03-14
OK RA
APPROVED

Since 2022-03-14
PA RA
APPROVED

Since 2022-03-14
SC RA
APPROVED

Since 2022-03-14
VA RA
APPROVED

Since 2022-03-14
CA RA
APPROVED

Since 2022-03-11
IA RA
APPROVED

Since 2022-03-11
MT RA
APPROVED

Since 2022-03-11
AL RA
APPROVED

Since 2018-03-27
FL RA
APPROVED

Since 2017-04-26

Branch Locations

5550 Heritage Oaks Drive, 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

Organization	City	State	From	To
Navy Federal Financial Group, Llc	Pensacola	FL	08/2015	Present
Navy Federal Investment Services, Llc	Pensacola	FL	08/2015	Present

08/2015 → Present

Navy Federal Financial Group, Llc

Pensacola, FL
08/2015 → Present

Navy Federal Investment Services, Llc

Pensacola, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-04-07

S66 Uniform Combined State Law Examination

2017-04-07

View on SEC IAPD

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