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2850 19Th Street South Suite 350, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
| AL | RA | APPROVED | 2015-02-19 |
Branch Locations
2850 19Th Street South Suite 350, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigate Wealth Management, Llc | Birmingham | AL | 11/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-10-18 |
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