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Advisor at NAVY FEDERAL INVESTMENT SERVICES, LLC
Garner, NC | Clayton, NC
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 | Jun 5, 2026 | n/a | yes | Clayton, NC|Garner, NC | Current employment |
| EDWARD JONES | National bd RIA | Dec 4, 2023 | Apr 27, 2026 | no | ST. LOUIS, MO|Clayton, NC|ST LOUIS, MO|Raleigh, NC|RALEIGH, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | NAVY FEDERAL INVESTMENT SERVICES, LLC | Apr 27, 2026 | Jun 5, 2026 | 39 | Firm change | Ibd to ibd |