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Robert Francis

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
Wealth Intelligently Navigated, Llc Greer SC 06/2026 Present
Deutsche Bank Securities, Inc. New York NY 06/2015 12/2017
Db Usa Core Corporation (Affiliate Of Dbsi) New York NY 01/2018 09/2021
Goldsman Sachs New York NY 09/2021 12/2025
The Fiduciary Alliance / Parallel Financial Greenville SC 01/2026 Present
  • 06/2026 → Present
    Wealth Intelligently Navigated, Llc
    Greer, SC
  • 06/2015 → 12/2017
    Deutsche Bank Securities, Inc.
    New York, NY
  • 01/2018 → 09/2021
    Db Usa Core Corporation (Affiliate Of Dbsi)
    New York, NY
  • 09/2021 → 12/2025
    Goldsman Sachs
    New York, NY
  • 01/2026 → Present
    The Fiduciary Alliance / Parallel Financial
    Greenville, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-14
  • S65 Uniform Investment Adviser Law Examination
    2026-03-14
Other Names
  • Robert Alexander Francis

View on SEC IAPD

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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

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