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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

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 Spartanburg SC 05/2026 06/2026
Wealth Intelligently Navigated Spartanburg SC 07/2026 Present
Parallel Financial Spartanburg SC 07/2025 04/2026
Uber Technologies Spartanburg SC 02/2026 04/2026
Robert Half International Spartanburg SC 11/2018 07/2025
Rocky Moo Llc Spartanburg SC 07/2016 09/2018
  • 05/2026 → 06/2026
    Wealth Intelligently Navigated
    Spartanburg, SC
  • 07/2026 → Present
    Wealth Intelligently Navigated
    Spartanburg, SC
  • 07/2025 → 04/2026
    Parallel Financial
    Spartanburg, SC
  • 02/2026 → 04/2026
    Uber Technologies
    Spartanburg, SC
  • 11/2018 → 07/2025
    Robert Half International
    Spartanburg, SC
  • 07/2016 → 09/2018
    Rocky Moo Llc
    Spartanburg, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-29
  • S65 Uniform Investment Adviser Law Examination
    2026-06-29

View on SEC IAPD

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