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Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-09
  • CA RA
    APPROVED
    Since 2026-01-09

Branch Locations

9999 Willow Creek Road, San Diego, CA 92131 • United States

San Diego, CA • 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
Equitable Advisors, Llc New York NY 05/2024 04/2025
Bank Of America San Diego CA 11/2018 09/2023
World Wide Credit Corp Dba Superior Financial Services Chula Vista CA 11/2016 11/2018
Skyline Financial Corp. San Diego CA 06/2015 11/2016
Unemployed San Diego CA 10/2023 05/2024
Wells Fargo Clearing Services, Llc La Jolla CA 04/2025 11/2025
Navy Federal Financial Group, Llc San Diego CA 01/2026 Present
Navy Federal Investment Services, Llc San Diego CA 01/2026 Present
  • 05/2024 → 04/2025
    New York, NY
  • 11/2018 → 09/2023
    Bank Of America
    San Diego, CA
  • 11/2016 → 11/2018
    World Wide Credit Corp Dba Superior Financial Services
    Chula Vista, CA
  • 06/2015 → 11/2016
    Skyline Financial Corp.
    San Diego, CA
  • 10/2023 → 05/2024
    Unemployed
    San Diego, CA
  • 04/2025 → 11/2025
    La Jolla, CA
  • 01/2026 → Present
    Navy Federal Financial Group, Llc
    San Diego, CA
  • 01/2026 → Present
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-22
  • S66 Uniform Combined State Law Examination
    2024-04-22

View on SEC IAPD

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