DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Evan Taejin Chung

Navy Federal Investment Services, LLCBD affiliatedPasadena, Ca dual registrantIAPD 5588473

Feed of 09/15/2026

Also filed as Evan Chung

At current firm

0 y

since May 19, 2026

In the industry

17 y

since May 4, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Navy Federal Investment Services, LLC BD affiliated current
since May 19, 2026 · Pasadena, Ca
LPL Financial LLC BD affiliated
May 15, 2025 to May 23, 2026 · Pasadena, Ca
Cuso Financial Services, L.P. former
Mar 18, 2024 to May 15, 2025 · Pasadena, Ca
Raymond James Financial Services Advisors, Inc BD affiliated
Jul 17, 2019 to Oct 7, 2020 · Long Beach, Ca
Cantella & Co., Inc. former
Apr 28, 2017 to Aug 2, 2019 · Carlsbad, Ca
J. W. Cole Advisors, Inc. BD affiliated
Feb 12, 2014 to May 15, 2017 · Carlsbad, Ca
Securities America Advisors, Inc. former
Apr 8, 2013 to Jan 31, 2014 · Carlsbad, Ca
J.P. Morgan Securities LLC wirehouse
Oct 1, 2012 to Apr 8, 2013 · Oceanside, Ca
Chase Investment Services Corp. former
Jun 28, 2010 to Oct 1, 2012 · Oceanside, Ca
Wells Fargo Investments, LLC unclassified
May 4, 2009 to Jun 8, 2010 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Navy Federal Investment Services, LLC
left May 23, 2026, registered May 19, 2026 (-4 days) · Affiliated broker-dealer or bank to another
Cuso Financial Services, L.P. to LPL Financial LLC
left May 15, 2025, registered May 15, 2025 (0 days) · corporate re-registration, not a move
Raymond James Financial Services Advisors, Inc to Cuso Financial Services, L.P.
left Oct 7, 2020, registered Mar 18, 2024 (1258 days) · Affiliated broker-dealer or bank to another
Cantella & Co., Inc. to Raymond James Financial Services Advisors, Inc
left Aug 2, 2019, registered Jul 17, 2019 (-16 days) · Affiliated broker-dealer or bank to another
J. W. Cole Advisors, Inc. to Cantella & Co., Inc.
left May 15, 2017, registered Apr 28, 2017 (-17 days) · Other
Securities America Advisors, Inc. to J. W. Cole Advisors, Inc.
left Jan 31, 2014, registered Feb 12, 2014 (12 days) · Other
J.P. Morgan Securities LLC to Securities America Advisors, Inc.
left Apr 8, 2013, registered Apr 8, 2013 (0 days) · Other
Chase Investment Services Corp. to J.P. Morgan Securities LLC
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
Wells Fargo Investments, LLC to Chase Investment Services Corp.
left Jun 8, 2010, registered Jun 28, 2010 (20 days) · Other

Signals

Evan Taejin Chung left Lpl Financial Llc for Navy Federal Investment Services, Llc (registered 2026-05-19)
May 23, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address