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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-11 |
| NV | RA | APPROVED | 2026-02-04 |
| CO | RA | APPROVED | 2026-02-03 |
| NM | RA | APPROVED | 2025-08-08 |
| TX | RA | APPROVED | 2025-08-08 |
Branch Locations
6600 Montana Ave. Ste D, El Paso, TX 79925 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | El Paso | TX | 11/2014 | 11/2020 |
| New York Life Insurance Company | El Paso | TX | 06/2014 | 11/2020 |
| J.P. Morgan Chase Bank, N.A. | El Paso | TX | 11/2020 | 05/2024 |
| J.P. Morgan Securities, Llc | El Paso | TX | 11/2020 | 05/2024 |
| Madison Avenue Securities | San Diego | CA | 05/2024 | 06/2025 |
| Mirau Capital Management Llc | Ruidoso | NM | 05/2024 | 06/2025 |
| Navy Federal Financial Group, Llc | El Paso | TX | 08/2025 | Present |
| Navy Federal Investment Services, Llc | El Paso | TX | 08/2025 | Present |
| Unemployed | El Paso | TX | 06/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-16 |
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