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Advisor at NAVY FEDERAL INVESTMENT SERVICES, LLC
Milton, FL | PENSACOLA, FL | 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 | Jul 16, 2025 | n/a | yes | Vienna, VA|Milton, FL|PENSACOLA, FL | Current employment |
| WIREGRASS ASSET MANAGEMENT | Independent wealth | Oct 18, 2021 | Jul 7, 2025 | no | THOMASVILLE, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WIREGRASS ASSET MANAGEMENT | NAVY FEDERAL INVESTMENT SERVICES, LLC | Jul 7, 2025 | Jul 16, 2025 | 9 | Firm change | RIA to ibd |