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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
Carrollton, TX • United States
3300 Olympus Blvd. Ste 550, Coppell, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-27 |
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