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Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-03
AK RA APPROVED 2026-04-13
CA RA APPROVED 2026-04-13
HI RA APPROVED 2026-04-13
ID RA APPROVED 2026-04-13
MT RA APPROVED 2026-04-13
OR RA APPROVED 2026-04-13
WA RA APPROVED 2024-06-24
  • FL RA
    APPROVED
    Since 2026-08-03
  • AK RA
    APPROVED
    Since 2026-04-13
  • CA RA
    APPROVED
    Since 2026-04-13
  • HI RA
    APPROVED
    Since 2026-04-13
  • ID RA
    APPROVED
    Since 2026-04-13
  • MT RA
    APPROVED
    Since 2026-04-13
  • OR RA
    APPROVED
    Since 2026-04-13
  • WA RA
    APPROVED
    Since 2024-06-24

Branch Locations

32885 State Route 20, Oak Harbor, WA 98277 • United States

Stanwood, WA • United States

9999 Willow Creek Road, San Diego, CA 92131 • 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
Navy Federal Financial Group, Llc Everett WA 03/2024 11/2025
Navy Federal Investment Services, Llc Everett WA 03/2024 11/2025
Navy Federal Credit Union Marysville WA 11/2021 03/2024
Boeing Employees Credit Union Everett WA 03/2018 11/2021
Homemaker Everett WA 06/2016 03/2018
Navy Federal Financial Group, Llc Silverdale WA 11/2025 03/2026
Navy Federal Investment Services, Llc Silverdale WA 11/2025 03/2026
Navy Federal Investment Services, Llc Oak Harbor WA 03/2026 Present
Navy Federal Financial Group, Llc Oak Harbor WA 03/2026 Present
  • 03/2024 → 11/2025
    Navy Federal Financial Group, Llc
    Everett, WA
  • 03/2024 → 11/2025
    Everett, WA
  • 11/2021 → 03/2024
    Navy Federal Credit Union
    Marysville, WA
  • 03/2018 → 11/2021
    Boeing Employees Credit Union
    Everett, WA
  • 06/2016 → 03/2018
    Homemaker
    Everett, WA
  • 11/2025 → 03/2026
    Navy Federal Financial Group, Llc
    Silverdale, WA
  • 11/2025 → 03/2026
    Silverdale, WA
  • 03/2026 → Present
    Oak Harbor, WA
  • 03/2026 → Present
    Navy Federal Financial Group, Llc
    Oak Harbor, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-21
  • S66 Uniform Combined State Law Examination
    2024-06-21
Other Names
  • Rydholm
  • Cosby
  • Adouifir

View on SEC IAPD

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