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

Nov 1, 2012earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Sep 29, 2015

First registration

Feb 11, 2016

Dual registered

yes, broker-dealer

IAPD individual key

6573818

• Occurred

  Oct 6, 2023
  Advisor changed firm

  Orlando Jose Sthory left Equitable Advisors, Llc for Navy Federal Investment Services, Llc (registered 2024-04-02)

  Form ADVobserved 5 days ago
• Occurred

  Nov 4, 2022
  Advisor changed firm

  Orlando Jose Sthory left Grove Wealth Management, Llc for Equitable Advisors, Llc (registered 2023-04-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:307ce694-636f-465d-2cd1-c2d5e32843fb

First observed

Feb 11, 2016

Last observed

Sep 16, 2026 4 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.