Kevin Michael Reese

Current Employers

Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2024-07-22
RI	RA	APPROVED	2024-07-22
VT	RA	APPROVED	2024-07-22
CT	RA	APPROVED	2024-07-19
HI	RA	APPROVED	2022-11-17
NH	RA	APPROVED	2022-10-24
UT	RA	APPROVED	2022-10-21
GA	RA	APPROVED	2022-03-22
CA	RA	APPROVED	2017-01-04
DE	RA	APPROVED	2017-01-04
DC	RA	APPROVED	2017-01-04
FL	RA	APPROVED	2017-01-04
KY	RA	APPROVED	2017-01-04
MD	RA	APPROVED	2017-01-04
MA	RA	APPROVED	2017-01-04
MI	RA	APPROVED	2017-01-04
NJ	RA	APPROVED	2017-01-04
NC	RA	APPROVED	2017-01-04
OH	RA	APPROVED	2017-01-04
PA	RA	APPROVED	2017-01-04
SC	RA	APPROVED	2017-01-04
TX	RA	APPROVED_RES	2017-01-04
VA	RA	APPROVED	2017-01-04
WA	RA	APPROVED	2017-01-04

ME RA
APPROVED

Since 2024-07-22
RI RA
APPROVED

Since 2024-07-22
VT RA
APPROVED

Since 2024-07-22
CT RA
APPROVED

Since 2024-07-19
HI RA
APPROVED

Since 2022-11-17
NH RA
APPROVED

Since 2022-10-24
UT RA
APPROVED

Since 2022-10-21
GA RA
APPROVED

Since 2022-03-22
CA RA
APPROVED

Since 2017-01-04
DE RA
APPROVED

Since 2017-01-04
DC RA
APPROVED

Since 2017-01-04
FL RA
APPROVED

Since 2017-01-04
KY RA
APPROVED

Since 2017-01-04
MD RA
APPROVED

Since 2017-01-04
MA RA
APPROVED

Since 2017-01-04
MI RA
APPROVED

Since 2017-01-04
NJ RA
APPROVED

Since 2017-01-04
NC RA
APPROVED

Since 2017-01-04
OH RA
APPROVED

Since 2017-01-04
PA RA
APPROVED

Since 2017-01-04
SC RA
APPROVED

Since 2017-01-04
TX RA
APPROVED_RES

Since 2017-01-04
VA RA
APPROVED

Since 2017-01-04
WA RA
APPROVED

Since 2017-01-04

Branch Locations

12250 Rockville Pike, Suite 280, Rockville, MD 20852 • United States

Potomac, MD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Navy Federal Financial Group	Vienna	VA	01/2006	07/2017
Navy Federal Brokerage Services, Llc	Vienna	VA	07/2006	07/2017
Navy Federal Asset Management, Llc	Herndon	VA	09/2007	01/2017
Navy Federal Brokerage Services, Llc	Rockville	MD	01/2017	07/2017
Navy Federal Brokerage Services, Llc	North Bethesda	MD	07/2017	08/2019
Navy Federal Financial Group, Llc	North Bethesda	MD	07/2017	08/2019
Navy Federal Investment Services, Llc	Rockville	MD	08/2019	Present
Navy Federal Financial Group, Llc	Rockville	MD	08/2019	Present

01/2006 → 07/2017

Navy Federal Financial Group

Vienna, VA
07/2006 → 07/2017

Navy Federal Brokerage Services, Llc

Vienna, VA
09/2007 → 01/2017

Navy Federal Asset Management, Llc

Herndon, VA
01/2017 → 07/2017

Navy Federal Brokerage Services, Llc

Rockville, MD
07/2017 → 08/2019

Navy Federal Brokerage Services, Llc

North Bethesda, MD
07/2017 → 08/2019

Navy Federal Financial Group, Llc

North Bethesda, MD
08/2019 → Present

Navy Federal Investment Services, Llc

Rockville, MD
08/2019 → Present

Navy Federal Financial Group, Llc

Rockville, MD

Previous Registrations

2007-09-08 → 2017-01-04

Navy Federal Asset Management, Llc

Herndon, VA

Rockville, MD

Vienna, VA
2002-05-15 → 2006-09-20

Cuna Brokerage Services, Inc.

Germantown, MD

Germantown, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-04-22
S65	Uniform Investment Adviser Law Examination	1999-01-04
S63	Uniform Securities Agent State Law Examination	1987-07-31

S66 Uniform Combined State Law Examination

2002-04-22
S65 Uniform Investment Adviser Law Examination

1999-01-04
S63 Uniform Securities Agent State Law Examination

1987-07-31

Designations

View on SEC IAPD

Current Employers

Navy Federal Investment Services, Llc

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews