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Advisor at NAVY FEDERAL INVESTMENT SERVICES, LLC
San Diego, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| NAVY FEDERAL INVESTMENT SERVICES, LLC | Bd affiliated wealth | Sep 11, 2026 | n/a | yes | San Diego, CA|San Diego, CA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | May 31, 2017 | Aug 13, 2026 | no | SAN DIEGO, CA|WALTHAM, MA|San Diego, CA | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Jun 24, 2015 | May 26, 2017 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | NAVY FEDERAL INVESTMENT SERVICES, LLC | Aug 13, 2026 | Sep 11, 2026 | 29 | Firm change | Ibd to ibd |
| CUSO FINANCIAL SERVICES, L.P. | COMMONWEALTH FINANCIAL NETWORK | May 26, 2017 | May 31, 2017 | 5 | Firm change | Other |