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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 2024-02-26
  • TX RA
    APPROVED
    Since 2024-02-26

Branch Locations

5720 West University Drive, Suite 60, Prosper, TX 75078 • United States

845 W. Stacy Road Suite 170, Allen, TX 75013 • United States

5102 N. President George Bush Highway, Garland, TX 75040 • United States

Celina, 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
First Command Brokerage Services, Inc Fort Worth TX 03/2023 08/2023
Navy Federal Credit Union The Colony TX 07/2021 07/2023
Allied Universal Security Allen TX 08/2019 06/2021
United States Army Islip NY 01/2010 07/2019
First Command Brokerage Services, Inc Fort Worth TX 08/2023 02/2024
First Command Advisory Services, Inc Fort Worth TX 08/2023 02/2024
First Command Insurance Services, Inc Fort Worth TX 08/2023 02/2024
Navy Federal Investment Services, Llc North Richland Hills TX 02/2024 Present
Navy Federal Financial Group, Llc North Richland Hills TX 02/2024 Present
  • 03/2023 → 08/2023
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 07/2021 → 07/2023
    Navy Federal Credit Union
    The Colony, TX
  • 08/2019 → 06/2021
    Allied Universal Security
    Allen, TX
  • 01/2010 → 07/2019
    United States Army
    Islip, NY
  • 08/2023 → 02/2024
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 08/2023 → 02/2024
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 08/2023 → 02/2024
    First Command Insurance Services, Inc
    Fort Worth, TX
  • 02/2024 → Present
    North Richland Hills, TX
  • 02/2024 → Present
    Navy Federal Financial Group, Llc
    North Richland Hills, TX
Previous Registrations
Other Businesses

Name of the other business: SSP LLC ; Whether the business is investment-related: No ; Address of the other business: McKinney, Texas 75072 ; Nature of the other business: Property Management ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 04/13/2019 ; The approximate number of hours/month you devote to the other business: 5 ; The number of hours you devote to the other business during securities trading hours: 0 ; Briefly describe your duties relating to the other business: Manage property maintenance requests, re-lease, renew leases, receive rent payments, and disburse security deposits as applicable.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-10
  • S66 Uniform Combined State Law Examination
    2023-08-10

View on SEC IAPD

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