Best Investors Account Sign in
Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • NC RA
    APPROVED
    Since 2025-08-04
  • OH RA
    APPROVED
    Since 2024-05-05
  • MA RA
    APPROVED
    Since 2024-01-24
  • VT RA
    APPROVED
    Since 2023-10-20
  • TX RA
    APPROVED_RES
    Since 2023-10-08
  • CT RA
    APPROVED
    Since 2022-10-03
  • AL RA
    APPROVED
    Since 2022-08-15
  • GA RA
    APPROVED
    Since 2022-08-15
  • WV RA
    APPROVED
    Since 2022-08-11
  • MD RA
    APPROVED
    Since 2022-06-22
  • DE RA
    APPROVED
    Since 2022-06-21
  • PA RA
    APPROVED
    Since 2022-06-17
  • NY RA
    APPROVED
    Since 2022-06-16
  • VA RA
    APPROVED
    Since 2022-06-16
  • FL RA
    APPROVED
    Since 2019-02-28

Branch Locations

Pace, FL • United States

5550 Heritage Oaks Drive, Pensacola, FL 32526 • 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
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
  • 05/2017 → 08/2018
    New York Life Insurance Co
    Pensacola, FL
  • 08/2017 → 08/2018
    Nylife Securities Llc
    Pensacola, FL
  • 08/2013 → 05/2017
    University Of West Florida
    Pensacola, FL
  • 08/2018 → Present
    Navy Federal Financial Group, Llc
    Pensacola, FL
  • 08/2018 → Present
    Pensacola, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-26
  • S66 Uniform Combined State Law Examination
    2019-02-26
Other Names
  • Joseph Jackson Schultz

View on SEC IAPD

More in Pace, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor