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Advisor at NAVY FEDERAL INVESTMENT SERVICES, LLC
Wesley Chapel, 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 | Jan 14, 2026 | n/a | yes | Vienna, VA|Wesley Chapel, FL|Wesley Chapel, FL | Current employment |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Jan 8, 2018 | Jul 30, 2020 | no | SAN ANTONIO, TX|TAMPA, FL|TAMPA, FL|COLORADO SPRINGS, CO|SAN ANTONIO, TX|TAMPA, FL | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Oct 31, 2011 | Jan 8, 2018 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| USAA INVESTMENT SERVICES COMPANY | NAVY FEDERAL INVESTMENT SERVICES, LLC | Jul 30, 2020 | Jan 14, 2026 | 1,994 | Firm change after gap | Other |
| USAA FINANCIAL PLANNING SERVICES | USAA INVESTMENT SERVICES COMPANY | Jan 8, 2018 | Jan 8, 2018 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 5475:138459:FL:2020-07-30 | Jul 30, 2020 | Jan 14, 2026 | TAMPA, FL | Firm change after gap |