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Jeffrey James Dorman

Navigate Financial LLC

Laguna Niguel, CA

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Current Employers
Navigate Financial Llc

Laguna Niguel, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2013-10-04
  • CA RA
    APPROVED
    Since 2013-10-04

Branch Locations

Laguna Niguel, CA • 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
Dorman Skorheim Wealth Management Llc Laguna Hills CA 06/2013 10/2024
Navigate Wealth Management Llc Laguna Niguel CA 10/2024 Present
  • 06/2013 → 10/2024
    Dorman Skorheim Wealth Management Llc
    Laguna Hills, CA
  • 10/2024 → Present
    Navigate Wealth Management Llc
    Laguna Niguel, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-02-04
  • S63 Uniform Securities Agent State Law Examination
    1993-02-04
Designations

View on SEC IAPD

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