This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

NAVY FEDERAL INVESTMENT SERVICES, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 31, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

9derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

24

Designations

Chartered Financial Consultant

Exams

S65|S63|S66

First exam

Jul 31, 1987

First registration

May 15, 2002

Dual registered

yes, broker-dealer

IAPD individual key

1696804

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0521436a-c96c-3682-3877-9c8a1518010e

First observed

May 15, 2002

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.