Mary Livingston has been an investment adviser representative at Navigate Wealth Management since September 2022, and is not listed among the firm’s executive officers or direct owners.
Navigate Wealth Management, LLC is a Birmingham, AL firm with $430M under management, 274 clients and 6 advisers across 3 offices, as of its August 2026 filing.
Mary Livingston’s longest registration was 9 years at Porter White Investment Advisors, Inc. (2011–2020). Before joining Navigate Wealth Management in 2022, Mary Livingston was registered through Equita Financial Network, Inc. and Porter White Investment Advisors, Inc.
- – present · 4 yearsBirmingham, AL · Adviser representative · Firm CRD 173770
- Equita Financial Network, Inc.– · 1 yearBirmingham, AL · Adviser representative · Firm CRD 277031
- Porter White Investment Advisors, Inc.– · 9 yearsBirmingham, AL · Adviser representative · Firm CRD 110876
Investment adviser representative registrations
Mary Livingston is registered as an investment adviser representative in Alabama, since September 2022.
- AlabamaSince 1 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 September 2011 |
| Series 7 | General Securities Representative Examination | 4 August 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mary Meadows Livingston
- CRD
- 5704906
- Firm
- Navigate Wealth Management · CRD 173770
- Office
- 2208 UNIVERSITY BLVD., SUITE 102, Birmingham, AL 35233
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Mary Livingston work?
Mary Livingston is an investment adviser representative registered through Navigate Wealth Management, LLC since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Mary Livingston a financial advisor?
Yes. Mary Livingston has a current investment-adviser registration in Alabama, through Navigate Wealth Management since September 2022.
How many years of experience does Mary Livingston have?
Mary Livingston has 15 years in the financial industry, since September 2011, across 3 adviser firms.
What exams has Mary Livingston passed?
Mary Livingston has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2011. FINRA credited Mary Livingston with the SIE, which began in October 2018.
Where did Mary Livingston work before Navigate Wealth Management?
Before Navigate Wealth Management, Mary Livingston was registered through Porter White Investment Advisors, Inc., September 2011 to October 2020.
Where is Mary Livingston based?
Mary Livingston’s registered office is in Birmingham, AL.
Is Mary Livingston registered with FINRA?
No. Mary Livingston has no current broker registration.
How can I verify Mary Livingston’s record?
Search CRD 5704906 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Livingston’s full registration record.
