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, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

14

Exams

S66

First exam

Feb 10, 2017

First registration

Feb 10, 2017

Dual registered

yes, broker-dealer

IAPD individual key

5359555

• Occurred

  Jun 3, 2022
  Advisor changed firm

  Milo A Park left Cwm, Llc for Navy Federal Investment Services, Llc (registered 2022-06-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:30b35c9e-a26a-cbd6-66ea-c206361bc96e

First observed

Feb 10, 2017

Last observed

Sep 14, 2026 5 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.