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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

PATRICK BOYD BRYANT

Advisor at NAVY FEDERAL INVESTMENT SERVICES, LLC

PENSACOLA, FL | Gulf Breeze, FL

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Search this name across graphsid dfx:ria:4225ff56-f3ea-e532-ef31-5b6fc92ecc03

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jul 27, 2010 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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 19, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Mar 19, 2010
First registration: Jul 27, 2010
Dual registered: yes, broker-dealer
IAPD individual key: 5736558

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NAVY FEDERAL INVESTMENT SERVICES, LLC	Bd affiliated wealth	Jan 4, 2017	n/a	yes	PENSACOLA, FL\|Gulf Breeze, FL	Current employment
NAVY FEDERAL ASSET MANAGEMENT, LLC	Former SEC adviser	Sep 3, 2015	Jan 4, 2017	no	PENSACOLA, FL\|VIENNA, VA	Previous registration
INVESTMENT PROFESSIONALS, INC.	Former SEC adviser	Oct 2, 2014	May 18, 2015	no	SAN ANTONIO, TX\|PENSACOLA, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 16, 2014	Oct 2, 2014	no	PENSACOLA, FL\|SAN DIEGO, CA\|PENSACOLA, FL	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jan 23, 2014	Jun 24, 2014	no	PENSACOLA, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 13, 2013	Dec 12, 2013	no	PENSACOLA, FL	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Jul 27, 2010	Feb 13, 2013	no	PENSACOLA, FL\|CRESTVIEW, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NAVY FEDERAL ASSET MANAGEMENT, LLC	NAVY FEDERAL INVESTMENT SERVICES, LLC	Jan 4, 2017	Jan 4, 2017	0	Bulk transfer	Other
INVESTMENT PROFESSIONALS, INC.	NAVY FEDERAL ASSET MANAGEMENT, LLC	May 18, 2015	Sep 3, 2015	108	Firm change	Other
LPL FINANCIAL LLC	INVESTMENT PROFESSIONALS, INC.	Oct 2, 2014	Oct 2, 2014	0	Firm change	Other
ALLSTATE FINANCIAL ADVISORS, LLC	LPL FINANCIAL LLC	Jun 24, 2014	Jun 16, 2014	-8	Firm change	Other
RAYMOND JAMES & ASSOCIATES, INC.	ALLSTATE FINANCIAL ADVISORS, LLC	Dec 12, 2013	Jan 23, 2014	42	Firm change	Other
MORGAN KEEGAN & COMPANY, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Feb 13, 2013	Feb 13, 2013	0	Bulk transfer	Other

Relationships

Registered with (7)

→ NAVY FEDERAL INVESTMENT SERVICES, LLCRegistered adviserregistration: current employment
Jan 4, 2017 to presentfactForm ADV
→ NAVY FEDERAL ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 3, 2015 to Jan 4, 2017factForm ADV
→ INVESTMENT PROFESSIONALS, INC.Registered adviserregistration: previous registration
Oct 2, 2014 to May 18, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 16, 2014 to Oct 2, 2014factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 23, 2014 to Jun 24, 2014factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Feb 13, 2013 to Dec 12, 2013factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Jul 27, 2010 to Feb 13, 2013factForm ADV

Dated events

No dated event names this entity yet.