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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-04 |
| OH | RA | APPROVED | 2024-05-05 |
| MA | RA | APPROVED | 2024-01-24 |
| VT | RA | APPROVED | 2023-10-20 |
| TX | RA | APPROVED_RES | 2023-10-08 |
| CT | RA | APPROVED | 2022-10-03 |
| AL | RA | APPROVED | 2022-08-15 |
| GA | RA | APPROVED | 2022-08-15 |
| WV | RA | APPROVED | 2022-08-11 |
| MD | RA | APPROVED | 2022-06-22 |
| DE | RA | APPROVED | 2022-06-21 |
| PA | RA | APPROVED | 2022-06-17 |
| NY | RA | APPROVED | 2022-06-16 |
| VA | RA | APPROVED | 2022-06-16 |
| FL | RA | APPROVED | 2019-02-28 |
Branch Locations
5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Pensacola | FL | 05/2017 | 08/2018 |
| Nylife Securities Llc | Pensacola | FL | 08/2017 | 08/2018 |
| University Of West Florida | Pensacola | FL | 08/2013 | 05/2017 |
| Navy Federal Financial Group, Llc | Pensacola | FL | 08/2018 | Present |
| Navy Federal Investment Services, Llc | Pensacola | FL | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-26 |
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