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Current Employers
Navigate Wealth Management, Llc

2850 19Th Street South Suite 350, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2021-12-17
  • AL RA
    APPROVED
    Since 2021-12-17

Branch Locations

1800 Providence Park Suite 250, Birmingham, AL 35242 • United States

2850 19Th Street South Suite 350, Birmingham, AL 35209 • 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
Stonebridge Advisors, Llc Birmingham AL 08/2003 Present
Navigate Wealth Management, Llc Birmingham AL 12/2021 Present
Previous Registrations
  • 2003-11-04 → 2022-01-31
    Stonebridge Advisors, Llc
    Birmingham, AL
    Birmingham, AL
Other Businesses

FROM TIME TO TIME, MR. BURNETT PROVIDES CONSULTING SERVICES TO CONRAD, BURNETT, NORRIS & GORDON, LLC, AN ACCOUNTING FIRM. MR. BURNETT ALSO OWNS A MINIMAL INTEREST IN COAST BUSTERS I, LLC, WHICH IS INVOLVED IN REAL ESTATE MATTERS. MR. BURNETT SPENDS APPROXIMATELY 5% OF HIS TIME ON THESE OTHER MATTERS.

Designations
Other Names
  • James M. Burnett

View on SEC IAPD

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