Joshua Gallman has been an investment adviser representative at Wealth Intelligently Navigated since July 2026, and is not listed among the firm’s executive officers or direct owners.
Wealth Intelligently Navigated, LLC is a Greer, SC firm with $533M under management, 408 clients and 7 advisers across 2 offices, as of its September 2026 filing.
- – present · under a yearSpartanburg, SC · Adviser representative · Firm CRD 340998
Investment adviser representative registrations
Joshua Gallman is registered as an investment adviser representative in South Carolina, since July 2026.
- South CarolinaSince 16 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 July 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8315523
- Firm
- Wealth Intelligently Navigated · CRD 340998
- Office
- 150 E HENRY ST, BUILDING 2 FLOOR 3 , Spartanburg, SC 29306
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Gallman work?
Joshua Gallman is an investment adviser representative registered through Wealth Intelligently Navigated, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Gallman a financial advisor?
Yes. Joshua Gallman has a current investment-adviser registration in South Carolina, through Wealth Intelligently Navigated since July 2026.
How many years of experience does Joshua Gallman have?
Joshua Gallman has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Joshua Gallman passed?
Joshua Gallman passed the Series 65 in July 2026.
Where is Joshua Gallman based?
Joshua Gallman’s registered office is in Spartanburg, SC.
Is Joshua Gallman registered with FINRA?
No. Joshua Gallman has no current broker registration.
How can I verify Joshua Gallman’s record?
Search CRD 8315523 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Gallman’s full registration record.