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Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-05
  • TX RA
    APPROVED
    Since 2024-09-05

Branch Locations

5815 Gulf Freeway, Suite 330, Houston, TX 77023 • United States

Houston, TX • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 08/2017 08/2021
Unemployed Houston TX 03/2016 08/2017
Bank Of America, N.A. Houston TX 02/2018 08/2021
Lpl Financial Llc Houston TX 08/2021 04/2024
Premier America Credit Union Houston TX 08/2021 04/2024
Navy Federal Financial Group, Llc Houston TX 09/2024 Present
Navy Federal Investment Services, Llc Houston TX 09/2024 Present
Unemployed Houston TX 04/2024 08/2024
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-22
  • S66 Uniform Combined State Law Examination
    2018-01-22
Other Names
  • Robert Wilson

View on SEC IAPD

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