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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-01 |
| MD | RA | APPROVED | 2023-05-04 |
Branch Locations
9999 Willow Creek Road, San Diego, CA 92131 • United States
North Richland Hills, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Brokerage Services, Llc | Lemoore | CA | 11/2015 | 04/2017 |
| Navy Federal Credit Union | Lemoore | CA | 06/2014 | 09/2022 |
| Navy Federal Financial Group, Llc | Lexington Park | MD | 09/2022 | 10/2025 |
| Navy Federal Investment Services, Llc | Lexington Pak | MD | 09/2022 | 10/2025 |
| Navy Federal Financial Group, Llc | North Richland Hills | TX | 10/2025 | Present |
| Navy Federal Investment Services, Llc | North Richland Hills | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-20 |
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