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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-16 |
| IL | RA | APPROVED | 2026-07-16 |
| NM | RA | APPROVED | 2026-07-16 |
| OK | RA | APPROVED | 2026-07-16 |
| WV | RA | APPROVED | 2025-02-10 |
| ND | RA | APPROVED | 2024-08-26 |
| LA | RA | APPROVED | 2024-06-12 |
| MO | RA | APPROVED | 2024-06-12 |
| TX | RA | APPROVED_RES | 2024-06-11 |
| FL | RA | APPROVED | 2021-01-28 |
Branch Locations
5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States
Cantonment, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Financial Group, Llc | Pensacola | FL | 02/2019 | 05/2024 |
| Navy Federal Investment Services, Llc | Pensacola | FL | 02/2019 | 05/2024 |
| Regions Bank | Pace | FL | 06/2017 | 12/2018 |
| Walmart | Brookings | SD | 05/2015 | 04/2017 |
| University Of South Dakota | Brookings | SD | 05/2014 | 05/2017 |
| Navy Federal Investment Services, Llc | Pensacola | FL | 05/2024 | Present |
| Navy Federal Financial Group, Llc | Pensacola | FL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-25 |
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