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Employer firm

Navy Federal Investment Services, LLC CRD 138459

$2.10B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-01
  • TX RA
    APPROVED
    Since 2026-05-01

Branch Locations

Carrollton, TX • United States

3300 Olympus Blvd. Ste 550, Coppell, TX 75019 • 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
Guardian Life Insurance Company Southlake TX 07/2025 03/2026
Longview Insurance & Investments Tucson AZ 01/2025 05/2025
Lowe's Retail Company Tucson AZ 06/2021 01/2025
Unemployed Chandler AZ 10/2002 06/2021
Park Avenue Securities Southlake TX 02/2026 03/2026
Mass Mutual Life Insurance Company Dallas TX 02/2026 04/2026
Mml Investors Services Llc Dallas TX 04/2026 04/2026
Navy Federal Financial Group, Llc North Richland Hills TX 04/2026 Present
Navy Federal Investment Services, Llc North Richland Hills TX 04/2026 Present
Doordash Fort Worth TX 04/2025 Present
  • 07/2025 → 03/2026
    Guardian Life Insurance Company
    Southlake, TX
  • 01/2025 → 05/2025
    Longview Insurance & Investments
    Tucson, AZ
  • 06/2021 → 01/2025
    Lowe's Retail Company
    Tucson, AZ
  • 10/2002 → 06/2021
    Unemployed
    Chandler, AZ
  • 02/2026 → 03/2026
    Park Avenue Securities
    Southlake, TX
  • 02/2026 → 04/2026
    Mass Mutual Life Insurance Company
    Dallas, TX
  • 04/2026 → 04/2026
    Mml Investors Services Llc
    Dallas, TX
  • 04/2026 → Present
    Navy Federal Financial Group, Llc
    North Richland Hills, TX
  • 04/2026 → Present
    North Richland Hills, TX
  • 04/2025 → Present
    Doordash
    Fort Worth, TX
Other Businesses

Doordash delivery driver - business is not investment related - no direct address but located in Fort Worth - delivery driver - part time (40 hours per month) - start date: 4/2025 - no hours devoted during securities trading hours - my duties are to deliver food and other items to customers

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-27
  • S66 Uniform Combined State Law Examination
    2026-03-27
Other Names
  • Britton Tision London
  • Britton London

View on SEC IAPD

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