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Joshua Gallman

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 2026-07-16
  • SC RA
    APPROVED
    Since 2026-07-16

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
Unclaimed Furniture Duncan SC 03/2018 10/2025
Wealth Intelligently Navigated Spartanburg SC 10/2025 07/2026
Wealth Intelligently Navigated Spartanburg SC 07/2026 Present
Self Employed Boiling Springs SC 06/2010 03/2018
  • 03/2018 → 10/2025
    Unclaimed Furniture
    Duncan, SC
  • 10/2025 → 07/2026
    Wealth Intelligently Navigated
    Spartanburg, SC
  • 07/2026 → Present
    Wealth Intelligently Navigated
    Spartanburg, SC
  • 06/2010 → 03/2018
    Self Employed
    Boiling Springs, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-07
  • S65 Uniform Investment Adviser Law Examination
    2026-07-07

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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