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Michael Shane Wooten

Navy Federal Investment Services, LLC

Saint Petersburg, FL

Vienna, VA

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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 2024-05-02
  • FL RA
    APPROVED
    Since 2024-05-02

Branch Locations

Saint Petersburg, FL • United States

1007 Electric Ave, Vienna, VA 22180 • 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
Usaa Financial Advisors, Inc Tampa FL 05/2011 09/2021
Usaa Financial Planning Services Tampa FL 05/2011 09/2021
Usaa Investment Management Company Tampa FL 01/2018 06/2020
Charles Schwab & Co., Inc. Temple Terrace FL 10/2021 01/2024
Navy Federal Financial Group, Llc Saint Petersburg FL 04/2024 Present
Navy Federal Investment Services, Llc Saint Petersburg FL 04/2024 Present
Unemployed St. Petersburg FL 01/2024 04/2024
  • 05/2011 → 09/2021
    Usaa Financial Advisors, Inc
    Tampa, FL
  • 05/2011 → 09/2021
    Usaa Financial Planning Services
    Tampa, FL
  • 01/2018 → 06/2020
    Usaa Investment Management Company
    Tampa, FL
  • 10/2021 → 01/2024
    Charles Schwab & Co., Inc.
    Temple Terrace, FL
  • 04/2024 → Present
    Navy Federal Financial Group, Llc
    Saint Petersburg, FL
  • 04/2024 → Present
    Navy Federal Investment Services, Llc
    Saint Petersburg, FL
  • 01/2024 → 04/2024
    Unemployed
    St. Petersburg, FL
Previous Registrations
  • 2022-03-08 → 2024-01-11
    Charles Schwab & Co., Inc.
    Temple Terrace, FL
    Franklin, TN
  • 2018-01-08 → 2020-06-29
    Usaa Investment Services Company
    San Antonio, TX
  • 2011-08-08 → 2018-01-08
    Usaa Financial Planning Services
    Tampa, FL
    Tampa, FL
  • 2008-04-08 → 2009-11-03
    New England Securities
    Tampa, FL
  • 2006-07-25 → 2008-03-20
    Waddell & Reed
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-21
  • S66 Uniform Combined State Law Examination
    2006-07-21
Designations
Other Names
  • Mike Wooten

View on SEC IAPD

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