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2850 19Th Street South Suite 350, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-07-30 |
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 |
|---|---|---|---|---|
| Bcr Wealth Strategies | Vestavia | AL | 01/2015 | 09/2017 |
| Kreativ Retirement Plan Solutions, Llc | Vestavia | AL | 09/2017 | Present |
| Navigate 401K, Llc | Birmingham | AL | 05/2024 | Present |
Licensed Insurance Representative (Non-Variable Insurance) Name: Justin Ladden Business is not investment-related Address: 3257 Cahaba Heights Road, Vestavia, AL 35243 Nature of Business: Insurance Products (Non-Variable Insurance) Position: Life Insurance Agent Start Date: 05/2007 Approximate Number of Hours/Month Devoted to This Business: 3 hours (1 hour/month during securities trading hours) Duties: Licensed insurance agent, who on occasion, offers these products to certain clients when appropriate. These insurance products do not include variable life insurance or variable annuity products, but can include traditional life insurance, fixed annuity, and income annuity products. NAVIGATE 401K, LLC, INVESTMENT-RELATED; BIRMINGHAM, AL; MANAGING PARTNER; START DATE 5/2024; APPROX 120 HRS/MO DURING TRADING HOURS; PROVIDING INVESTMENT ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-14 |
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