DS
David Scott Bunnell
CRD 2135586
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Navigate Private Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Navigate Private Wealth, Llc
Managing Member And Chief Compliance Officer · 10% – 25% · Nov 2024
-
Navigate Private Wealth, Llc
Managing Member · 25% – 50% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗