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Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-01-10
AZ RA APPROVED 2022-05-04
CA RA APPROVED 2017-11-09
  • NV RA
    APPROVED
    Since 2025-01-10
  • AZ RA
    APPROVED
    Since 2022-05-04
  • CA RA
    APPROVED
    Since 2017-11-09

Branch Locations

39826 Winchester Road, Temecula, CA 92591 • United States

41030-B California Oaks Rd, Murrieta, CA 92562 • United States

9999 Willow Creek Road, San Diego, CA 92131 • United States

North Temecula, CA • 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
Cuso Financial Services, Lp San Diego CA 04/2015 10/2017
Navy Federal Financial Group, Llc Temecula CA 11/2017 Present
Navy Federal Investment Services, Llc Temecula CA 11/2017 Present
  • 04/2015 → 10/2017
    Cuso Financial Services, Lp
    San Diego, CA
  • 11/2017 → Present
    Navy Federal Financial Group, Llc
    Temecula, CA
  • 11/2017 → Present
    Temecula, CA
Previous Registrations
  • 2015-04-07 → 2017-10-31
    Cuso Financial Services, L.P.
    San Diego, CA
    Poway, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
    National City, CA
    Chula Vista, CA
    San Diego, CA
    El Cajon, CA
    Santee, CA
  • 2012-03-14 → 2015-04-16
    Poway, CA
    New York, NY
    San Diego, CA
    Escondido, CA
    Oceanside, CA
    Fallbrook, CA
    San Marcos, CA
    Poway, CA
    San Marcos, CA
    Encinitas, CA
    San Diego, CA
    Encinitas, CA
  • 2011-06-20 → 2012-03-05
    Chase Investment Services Corp.
    Murrieta, CA
  • 2009-12-09 → 2011-06-07
    Temecula, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-03
  • S66 Uniform Combined State Law Examination
    2009-12-03

View on SEC IAPD

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