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

Mar 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Jun 1, 2018

First registration

Mar 21, 2022

Dual registered

yes, broker-dealer

Other names

Steven Robert Ludwig|Steven Robert Ludwig|STEVEN ROBERT LUDWIG|STEVEN ROBERT LUDWIG

IAPD individual key

6920844

• Occurred

  Feb 24, 2026
  Advisor changed firm

  Steven Robert Ludwig left Wells Fargo Advisors for Navy Federal Investment Services, Llc (registered 2026-04-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0daa5d32-047d-2733-6cc3-51de7417c377

First observed

Mar 21, 2022

Last observed

Sep 14, 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.