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Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-02
  • FL RA
    APPROVED
    Since 2024-04-02

Branch Locations

14583 Biscayne Blvd, Miami, FL 33181 • United States

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

Miami, 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
Grove Wealth Management, Inc. Miami FL 09/2015 11/2022
Equitable Advisors, Llc New York NY 12/2022 10/2023
Winestico Consultants, Llc Miami FL 11/2012 03/2023
Orlando Sthory Miami FL 07/2018 Present
Navy Federal Financial Group, Llc Miami FL 04/2024 Present
Navy Federal Investment Services, Llc Miami FL 04/2024 Present
  • 09/2015 → 11/2022
    Grove Wealth Management, Inc.
    Miami, FL
  • 12/2022 → 10/2023
    New York, NY
  • 11/2012 → 03/2023
    Winestico Consultants, Llc
    Miami, FL
  • 07/2018 → Present
    Orlando Sthory
    Miami, FL
  • 04/2024 → Present
    Navy Federal Financial Group, Llc
    Miami, FL
  • 04/2024 → Present
    Miami, FL
Previous Registrations
Other Businesses

1. Orlando Sthory - Real Estate independent agent - Started 07/2018 - Devote 0 hrs during non-trade hrs, 0 hrs during trading hrs. 2. The Greater Miami Chamber of Commerce - Start 6/2024 - Volunteer member for networking, education and business awareness with local community. - 4hrs during non-trade hrs. 0 during trading hrs. 3. Mi Plan, LLC - Rental property - Miami, FL - Active Owner - Start: April, 2025 - Collect rent, Devote 2 hrs during non-trade hrs, 0 hrs during trading hrs.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-10-06
S65 Uniform Investment Adviser Law Examination 2015-09-29
  • S63 Uniform Securities Agent State Law Examination
    2023-10-06
  • S65 Uniform Investment Adviser Law Examination
    2015-09-29

View on SEC IAPD

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