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Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-07-10
  • CA RA
    APPROVED
    Since 2018-07-10

Branch Locations

1007 Electric Ave, Vienna, VA 22180 • United States

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

Escondido, 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
Garrett T Bleakley La Jolla CA 02/2015 12/2016
Northwestern Mutual Investment Services, Llc La Jolla CA 12/2014 12/2016
Garrett J Bleakley La Jolla CA 02/2015 12/2016
Navy Federal Investment Services, Llc San Diego CA 05/2017 Present
Navy Federal Financial Group, Llc San Diego CA 05/2017 Present
Arizona State University Tempe AZ 01/2017 05/2017
  • 02/2015 → 12/2016
    Garrett T Bleakley
    La Jolla, CA
  • 12/2014 → 12/2016
    Northwestern Mutual Investment Services, Llc
    La Jolla, CA
  • 02/2015 → 12/2016
    Garrett J Bleakley
    La Jolla, CA
  • 05/2017 → Present
    San Diego, CA
  • 05/2017 → Present
    Navy Federal Financial Group, Llc
    San Diego, CA
  • 01/2017 → 05/2017
    Arizona State University
    Tempe, AZ
Previous Registrations
Other Businesses

Revocable Family Trust, Escondido, CA - Active Owner: Trustee/Grantor - Stated March, 2026 - 0 Hrs during non-trade hrs, 0 Hrs during trade hrs

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-09
S63 Uniform Securities Agent State Law Examination 1994-04-25
  • S66 Uniform Combined State Law Examination
    2018-07-09
  • S63 Uniform Securities Agent State Law Examination
    1994-04-25
Other Names
  • Lisa Aubel Zegarra
  • Lisa Buckner
  • Lisa Aubel
  • Lisa Aubel Zegarra
  • Lisa Aubel
  • Lisa Buckner
  • Lisa Aubelzegarra
  • Lisa Aubelzegarra

View on SEC IAPD

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