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.

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

Aug 1, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

May 8, 2023

First registration

May 24, 2023

Dual registered

yes, broker-dealer

Other names

Allen Ervin Osterloh|Allen Ervin Osterloh|Allen E. Osterloh

IAPD individual key

7674167

• Occurred

  Mar 19, 2026
  Advisor changed firm

  Allen E. Osterloh left J.P. Morgan Securities Llc for Navy Federal Investment Services, Llc (registered 2026-04-02)

  Form ADVobserved 5 days ago
• Occurred

  Dec 11, 2024
  Advisor changed firm

  Allen E. Osterloh left First Command Advisory Services for J.P. Morgan Securities Llc (registered 2025-06-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f674572a-ae95-92ea-1666-75eaf81f50d7

First observed

May 24, 2023

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.