Best Investors Account Sign in
Inactive

Michael A Partlow

Navalign, LLC

Encino, CA

Claim This Profile
Current Employers
Navalign, Llc

15910 Ventura Blvd Suite 1605, Encino, CA 91436 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-05
  • CA RA
    APPROVED
    Since 2026-01-05

Branch Locations

15910 Ventura Blvd Suite 1605, Encino, CA 91436 • 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
Td Ameritrade San Diego CA 12/2019 07/2022
Lpl Financial San Diego CA 08/2017 11/2019
Metropolitan Home Mortgage Irvine CA 04/2017 08/2017
Damu Marine Inc. Tustin CA 02/2017 03/2017
Not Applicable San Diego CA 12/2016 02/2017
University Of California, San Diego San Diego CA 12/2015 12/2016
Fidelity Investments San Diego CA 07/2022 07/2023
Monarch Wealth Strategies Los Angeles CA 12/2024 12/2025
Sabbatical Highland Village TX 07/2023 12/2024
Navalign Encino CA 01/2026 Present
  • 12/2019 → 07/2022
    Td Ameritrade
    San Diego, CA
  • 08/2017 → 11/2019
    Lpl Financial
    San Diego, CA
  • 04/2017 → 08/2017
    Metropolitan Home Mortgage
    Irvine, CA
  • 02/2017 → 03/2017
    Damu Marine Inc.
    Tustin, CA
  • 12/2016 → 02/2017
    Not Applicable
    San Diego, CA
  • 12/2015 → 12/2016
    University Of California, San Diego
    San Diego, CA
  • 07/2022 → 07/2023
    Fidelity Investments
    San Diego, CA
  • 12/2024 → 12/2025
    Monarch Wealth Strategies
    Los Angeles, CA
  • 07/2023 → 12/2024
    Sabbatical
    Highland Village, TX
  • 01/2026 → Present
    Navalign
    Encino, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-29
S63 Uniform Securities Agent State Law Examination 2020-01-23
  • S65 Uniform Investment Adviser Law Examination
    2023-06-29
  • S63 Uniform Securities Agent State Law Examination
    2020-01-23
Other Names
  • Michael Partlow
  • Michael Partlow
  • Michael Allen Partlow
  • Michael A Partlow

View on SEC IAPD

Other Firms

GOODSTEIN WEALTH MANAGEMENT LLC
PORTFOLIO DESIGN LABS, LLC
WILLNER & HELLER LLC
WEALTH MANAGEMENT PARTNERS OF LOS ANGELES
FINANCIAL PLANNING FOR GENERATIONS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC

Other Investors

Yevgeniy Yakovlevi Oktyabrskiy
ALAN RANDALL GOODSTEIN
Jason Terrance Thomas
KENNETH LEE WILLNER
Miles Kenneth Rader
MATTHEW DAVID HELLER
Alexander Paul Tuckman
MATTHEW MILLER DAVIS

Other Offices

GOODSTEIN WEALTH MANAGEMENT LLC · ENCINO, CA
PORTFOLIO DESIGN LABS, LLC · ENCINO, CA
WILLNER & HELLER LLC · ENCINO, CA
WEALTH MANAGEMENT PARTNERS OF LOS ANGELES · ENCINO, CA
FINANCIAL PLANNING FOR GENERATIONS, INC. · ENCINO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA

More in Encino, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor