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Anna Flasch Wolford

Wealth Intelligently Navigated, LLC

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 2026-03-31
  • SC RA
    APPROVED
    Since 2026-03-31

Branch Locations

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
Beacon Pointe Advisors, Llc Greenville SC 01/2021 10/2021
Cda Group Greenville SC 03/2017 12/2020
Hanover Advisors, Inc. Atlanta GA 09/2013 03/2017
Syntrinsic Investment Counsel Denver CO 11/2021 02/2023
Unemployed Greenville SC 03/2023 06/2023
Parallel Financial Llc Spartanburg SC 07/2023 03/2026
Wealth Intelligently Navigated, Llc Spartanburg SC 03/2026 Present
  • 01/2021 → 10/2021
    Beacon Pointe Advisors, Llc
    Greenville, SC
  • 03/2017 → 12/2020
    Cda Group
    Greenville, SC
  • 09/2013 → 03/2017
    Hanover Advisors, Inc.
    Atlanta, GA
  • 11/2021 → 02/2023
    Syntrinsic Investment Counsel
    Denver, CO
  • 03/2023 → 06/2023
    Unemployed
    Greenville, SC
  • 07/2023 → 03/2026
    Parallel Financial Llc
    Spartanburg, SC
  • 03/2026 → Present
    Wealth Intelligently Navigated, Llc
    Spartanburg, SC
Previous Registrations
  • 2023-07-20 → 2026-05-01
    The Fiduciary Alliance
    Greenville, SC
    Spartanburg, SC
  • 2021-11-19 → 2023-02-28
    Syntrinsic Investment Counsel, Llc.
    Denver, CO
    Greenville, SC
  • 2021-08-13 → 2021-10-26
    Beacon Pointe Advisors, Llc
    Greenville, SC
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-13
  • S65 Uniform Investment Adviser Law Examination
    2021-08-13
Designations
Other Names
  • Anna Margaret Flasch

View on SEC IAPD

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Other Offices

COLONIAL TRUST ADVISORS, INC. · SPARTANBURG, SC
NEWEDGE ADVISORS · Spartanburg, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SPARTANBURG, SC
FIRST CITIZENS INVESTOR SERVICES, INC. · Spartanburg, SC
LPL FINANCIAL LLC · SPARTANBURG, SC
LPL FINANCIAL LLC · SPARTANBURG, SC
CETERA INVESTMENT ADVISERS LLC · SPARTANBURG, SC
LPL ENTERPRISE, LLC · SPARTANBURG, SC

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