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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 2024-05-17
  • FL RA
    APPROVED
    Since 2024-05-17

Branch Locations

Milton, FL • United States

5550 Heritage Oaks Drive, Pensacola, FL 32526 • 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
Jp Morgan Chase Bank, N.A. Lake Charles LA 06/2019 04/2023
Capital One Bank Lake Charles LA 04/2016 05/2019
J.P. Morgan Securities Llc Lake Charles LA 06/2019 04/2023
Cetera Investment Services Llc Saint Cloud MN 04/2023 03/2024
First Federal Bank Of Louisiana Lake Charles LA 04/2023 03/2024
Cetera Investment Advisers Llc Sulphur LA 07/2023 03/2024
Navy Federal Financial Group, Llc Pensacola FL 05/2024 Present
Navy Federal Investment Services, Llc Pensacola FL 05/2024 Present
  • 06/2019 → 04/2023
    Jp Morgan Chase Bank, N.A.
    Lake Charles, LA
  • 04/2016 → 05/2019
    Capital One Bank
    Lake Charles, LA
  • 06/2019 → 04/2023
    J.P. Morgan Securities Llc
    Lake Charles, LA
  • 04/2023 → 03/2024
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 04/2023 → 03/2024
    First Federal Bank Of Louisiana
    Lake Charles, LA
  • 07/2023 → 03/2024
    Sulphur, LA
  • 05/2024 → Present
    Navy Federal Financial Group, Llc
    Pensacola, FL
  • 05/2024 → Present
    Pensacola, FL
Previous Registrations
Other Businesses

1. CUSTOM ENGRAVED ACCESSORIES, AND MISC ITEMS, Start: 11/30/2023, 100% OWNER-SOLE PROPRIETOR, 20 hrs during non-trade hrs,0 durning trade hrs. 2. Pescado de Basura, Start: 8/1/2025, Active owner- Sole Proprietor, Cook and sell taco plate meals, 20 HRS during non-trade hrs. 0 durning trade hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-05
  • S66 Uniform Combined State Law Examination
    2023-07-05

View on SEC IAPD

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