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Advisor at NAVY FEDERAL INVESTMENT SERVICES, LLC
Cherry Hill, NJ | Philadelphia, PA
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 6, 2026 | n/a | yes | Philadelphia, PA|Cherry Hill, NJ | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 25, 2024 | Feb 12, 2026 | no | PHILADELPHIA, PA|NEW YORK, NY|JENKINTOWN, PA|PHILADELPHIA, PA|Philadelphia, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | NAVY FEDERAL INVESTMENT SERVICES, LLC | Feb 12, 2026 | Apr 6, 2026 | 53 | Firm change | Wirehouse to ibd |