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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-08-11 |
| WA | RA | APPROVED | 2015-08-19 |
Branch Locations
9120 Ne Vancouver Mall Lp Suite 200, Vancouver, WA 98662 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Vancouver | WA | 05/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Vancouver | WA | 08/2015 | Present |
(1)Name of Business: Navigate Wealth Strategies Address: 9120 Ne Vancouver Mall Loop Ste 200, Vancouver, WA, 98662, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company/DBA(Owner)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-15 |
| S65 | Uniform Investment Adviser Law Examination | 1993-11-15 |
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