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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-11-12 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
1009 East Boulevard Suite 100, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rental Property | Charlotte | NC | 04/2012 | Present |
| Waddell & Reed Inc | Charlotte | NC | 12/2014 | 11/2020 |
| Various Insurance Carriers For W & R Insurance Agencies | Charlotte | NC | 12/2014 | 11/2020 |
| Navipath Partners, Inc. Dba Navipath Financial | Charlotte | NC | 11/2017 | Present |
| Rental Property | Charlotte | NC | 01/2016 | Present |
| Private Client Services | Charlotte | NC | 11/2020 | Present |
| Rfg Advisory, Llc Dba Navipath Wealth | Charlotte | NC | 11/2020 | Present |
1) NAVIPATH WEALTH. 1009 EAST BLVD, SUITE 100, CHARLOTTE, NC, 28203. DBA/INSURANCE/CRUMP. INSURANCE AGENT/FIXED ANNUITIES, LIFE INSURANCE, VARIABLE ANNUITY. 80 HRS/MO; 80 DURING TRADING HRS. 2) NAVIPATH WEALTH. 1009 EAST BLVD, SUITE 100, CHARLOTTE, NC, 28203. OWNER. FINANCIAL ADVISOR. 160 HRS/MO; 160 DURING TRADING HRS. 3) RENTAL PROPERTY. 410 OLMSTED PARK PLACE, CHARLOTTE, NC 28203. RESIDENTIAL PROPERTY. OWNER. 5 HRS/MO; 2 DURING TRADING HRS. 4) RFG ADVISORY, LLC. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. RIA. 160 HRS/MO; 160 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-08 |
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