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Current Employers
Sheeley & Partners Wealth Management, Llc

100 Westminster St. Suite 1202, Providence, RI 02903 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APP_PEND_IARCE 2026-01-01
MA RA APPROVED 2009-11-13
  • RI RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MA RA
    APPROVED
    Since 2009-11-13

Branch Locations

100 Westminster St. Suite 1202, Providence, RI 02903 • 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
Navigator Investments, Llc Providence RI 10/2009 Present
  • 10/2009 → Present
    Navigator Investments, Llc
    Providence, RI
Previous Registrations
Other Businesses

I SERVE ON THE BOARD OF THE RHODE ISLAND FREE CLINIC SINCE 2/09, NOT INVESTMENT RELATED, 655 BROAD ST PROVIDENCE, RI, 1.5 HRS/MO, NOT DURING TRADING HRS, HELP WITH FUNDRAISING AND SERVE ON THE FINANCE COMMITTEE. EMPLOYEE OF NAVIGATOR INVESTMENTS SINCE 10/2009 - FINANCIAL SERVICES AND SALES AND LIFE INSURANCE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-14
S63 Uniform Securities Agent State Law Examination 2000-03-23
  • S66 Uniform Combined State Law Examination
    2007-03-14
  • S63 Uniform Securities Agent State Law Examination
    2000-03-23

View on SEC IAPD

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