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Advisor at NAVY FEDERAL INVESTMENT SERVICES, LLC
Boerne, TX | Vienna, VA
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 | Apr 16, 2026 | n/a | yes | Boerne, TX|Vienna, VA|Boerne, TX | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Aug 22, 2022 | Apr 23, 2026 | no | San Antonio, TX|BOERNE, TX|Austin, TX|Westlake, TX|Boerne, TX | Previous registration |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Jul 16, 2010 | Jun 22, 2020 | no | SAN ANTONIO, TX|Phoenix, AZ|SAN ANTONIO, TX | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Jan 2, 2009 | Jul 16, 2010 | no | SAN ANTONIO, TX | Previous registration |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Sep 1, 2000 | Dec 31, 2008 | no | SAN ANTONIO, TX|SAN ANTONIO, TX|SAN ANTONIO, TX|SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | NAVY FEDERAL INVESTMENT SERVICES, LLC | Apr 23, 2026 | Apr 16, 2026 | -7 | Firm change | Ibd to ibd |
| USAA INVESTMENT SERVICES COMPANY | CHARLES SCHWAB & CO., INC. | Jun 22, 2020 | Aug 22, 2022 | 791 | Firm change after gap | Other |
| USAA FINANCIAL PLANNING SERVICES | USAA INVESTMENT SERVICES COMPANY | Jul 16, 2010 | Jul 16, 2010 | 0 | Firm change | Other |
| USAA INVESTMENT SERVICES COMPANY | USAA FINANCIAL PLANNING SERVICES | Dec 31, 2008 | Jan 2, 2009 | 2 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 5475:5393:TX:2020-06-04 | Jun 22, 2020 | Aug 22, 2022 | SAN ANTONIO, TX | Firm change after gap |