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Anthony Richard Mahfood

Wealth Intelligently Navigated, LLC

Greer, SC

Spartanburg, SC

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Current Employers
Wealth Intelligently Navigated, Llc

149 West Main Street Suite B, Spartanburg, SC 29306 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-07-02
  • SC RA
    APPROVED
    Since 2026-07-02

Branch Locations

26 Parkway Commons Way, Greer, SC 29650 • United States

149 West Main Street Suite B, Spartanburg, SC 29306 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lakeview Capital Partners, Llc Atlanta GA 03/2013 09/2016
Wealth Intelligently Navigated, Llc Greer SC 06/2026 Present
Fiduciary Alliance, Llc Greenville SC 08/2016 Present
  • 03/2013 → 09/2016
    Lakeview Capital Partners, Llc
    Atlanta, GA
  • 06/2026 → Present
    Wealth Intelligently Navigated, Llc
    Greer, SC
  • 08/2016 → Present
    Fiduciary Alliance, Llc
    Greenville, SC
Previous Registrations
  • 2016-09-21 → 2026-07-01
    The Fiduciary Alliance
    Greenville, SC
  • 2013-05-03 → 2016-10-06
    Bison Wealth, Llc
    Greenville, SC
  • 2009-01-26 → 2013-03-12
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Greenville, SC
  • 2004-06-08 → 2008-12-31
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Greenville, SC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-07
S63 Uniform Securities Agent State Law Examination 1999-09-27
  • S66 Uniform Combined State Law Examination
    2004-06-07
  • S63 Uniform Securities Agent State Law Examination
    1999-09-27

View on SEC IAPD

Other Firms

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WEALTH INTELLIGENTLY NAVIGATED, LLC
LPL FINANCIAL LLC
VAN DER NOORD FINANCIAL ADVISORS, INC.
EDWARD JONES
MML INVESTORS SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

RONALD JASON PAYNE
ROBERT FRANCIS
STEPHEN JOSEPH STRAVOLO
WILLIAM HENRY GRANGER
RICHARD VANDERNOORD
DAVID THOMAS GERDT
Samuel A Hall
Johnnie Alton Hall

Other Offices

OSAIC WEALTH, INC. · GREER, SC
WEALTH INTELLIGENTLY NAVIGATED, LLC · GREER, SC
LPL FINANCIAL LLC · GREER, SC
VAN DER NOORD FINANCIAL ADVISORS, INC. · GREER, SC
EDWARD JONES · GREER, SC
MML INVESTORS SERVICES, LLC · Greenville, SC
TRUIST ADVISORY SERVICES, INC. · GREENVILLE, SC
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, SC

More in Greer, SC

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