DFX Intelligence
Advisors
Advisors registered through Navy Federal Investment Services, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
161 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Valerie Marie Vitale dual registrant | Navy Federal Investment Services, LLC BD affiliated | Twentynine Palms, Ca | Jul 14, 2022 | 11 y | 1 | 1 |
| Aenon Jaffa Wallace dual registrant | Navy Federal Investment Services, LLC BD affiliated | Vienna, Va | Jul 19, 2023 | 36 y | 3 | 9 |
| David Matthew Wallin dual registrant | Navy Federal Investment Services, LLC BD affiliated | Pensacola, Fl | Jan 4, 2017 | 18 y | 2 | 17 |
| B•• W•• dual registrant | N••• F•••••• I••••••••• S•••••••• L•• BD affiliated | San Diego, Ca | Sep 11, 2026 | 11 y | 2 | 1 |
| M•••••• K• W•••• dual registrant | N••• F•••••• I••••••••• S•••••••• L•• BD affiliated | Tampa, Fl | Mar 14, 2023 | 12 y | 2 | 9 |
| S•••••• G•• W••••• dual registrant | N••• F•••••• I••••••••• S•••••••• L•• BD affiliated | Vienna, Va | Oct 5, 2022 | 40 y | 2 | 1 |
| M•••••• J• W•••••• Chartered Financial Consultant · dual registrant | N••• F•••••• I••••••••• S•••••••• L•• BD affiliated | Oceanside, Ca | Jan 4, 2017 | 13 y | 1 | 13 |
| N••••••• C• W••••• Certified Financial Planner · dual registrant | N••• F•••••• I••••••••• S•••••••• L•• BD affiliated | Daphne, Al | Jan 23, 2023 | 12 y | 0 | 24 |
| R••••• G••• W••••• dual registrant | N••• F•••••• I••••••••• S•••••••• L•• BD affiliated | Houston, Tx | Sep 5, 2024 | 10 y | 2 | 1 |
| R••••• C••••••• W•••••••• dual registrant | N••• F•••••• I••••••••• S•••••••• L•• BD affiliated | Stephens City, Va | Jul 21, 2026 | 12 y | 0 | 1 |
| M•••••• S•••• W••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | N••• F•••••• I••••••••• S•••••••• L•• BD affiliated | Saint Petersburg, Fl | May 2, 2024 | 20 y | 5 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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