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Advisor at NAVIGOE, LLC
REDONDO BEACH, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| NAVIGOE, LLC | Independent wealth | Nov 4, 2025 | n/a | yes | REDONDO BEACH, CA | Current employment |
| TROVENA, LLC. | Former SEC adviser | Jan 6, 2012 | Dec 31, 2013 | no | REDONDO BEACH, CA | Previous registration |
| Worthpointe | Independent wealth | Mar 11, 2008 | Aug 21, 2013 | no | REDONDO BEACH, CA | Previous registration |
| LEONARD WEALTH MANAGEMENT, INC. | n/a | Jan 29, 2008 | Mar 17, 2009 | no | REDONDO BEACH, CA | Previous registration |
| CHURCHILL MANAGEMENT GROUP | Former SEC adviser | Mar 18, 2005 | Jul 27, 2007 | no | LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TROVENA, LLC. | NAVIGOE, LLC | Dec 31, 2013 | Nov 4, 2025 | 4,326 | Firm change after gap | Other |
| Worthpointe | TROVENA, LLC. | Aug 21, 2013 | Jan 6, 2012 | -593 | Firm change after gap | Other |
| LEONARD WEALTH MANAGEMENT, INC. | Worthpointe | Mar 17, 2009 | Mar 11, 2008 | -371 | Firm change after gap | Other |
| CHURCHILL MANAGEMENT GROUP | LEONARD WEALTH MANAGEMENT, INC. | Jul 27, 2007 | Jan 29, 2008 | 186 | Firm change | Other |