Navigator Investments, LLC

Is this your business?

Get access!

Company Details

Name:	Navigator Investments, LLC
Jurisdiction:	Rhode Island
Entity type:	Domestic Limited Liability Company
Status:	Merged Into An Entity Of Record
Date of Organization in Rhode Island:	11 Jun 1998 (27 years ago)
Date of Dissolution:	01 Feb 2009 (16 years ago)
Date of Status Change:	01 Feb 2009 (16 years ago)
Identification Number:	000101045
ZIP code:	02903
City:	Providence
County:	Providence County
Purpose:	INVESTMENT CONSULTING
Principal Address:	10 WEYBOSSET STREET SUITE 403, PROVIDENCE, RI, 02903, USA

Agent

Name	Role	Address
JOHN E. BULMAN	Agent	72 PINE STREET, PROVIDENCE, RI, 02903, USA

MANAGER

Name	Role	Address
LESLEY W SHEELEY, II	MANAGER	10 WEYBOSSETT STREET PROVIDENCE, RI 02903 USA

Form 5500 Series

Employer Identification Number (EIN):

050499247

Plan Year:

2015

Number Of Participants:

1

Plan Name:

401(K)

Sponsor's telephone number:

4014551230

File:

Plan Year:

2014

Number Of Participants:

2

Plan Name:

401(K)

Sponsor's telephone number:

4014551230

Plan Year:

2014

Number Of Participants:

2

Plan Name:

401(K)

Sponsor's telephone number:

4014551230

File:

Plan Year:

2013

Number Of Participants:

3

Plan Name:

401(K)

Sponsor's telephone number:

4014551230

File:

Plan Administrator / Signatory:

LESLEY W. SHEELEY, II(Plan administrator)

Plan Year:

2012

Number Of Participants:

3

Plan Name:

401(K)

Sponsor's telephone number:

4014551230

File:

Plan Administrator / Signatory:

LESLEY W. SHEELEY, II(Plan administrator)

Events

Type	Date	Old Value	New Value
Merged	2009-02-01	Navigator Investments, LLC	Sheeley & Partners Wealth Management, LLC on

Filings

Number	Name	File Date
200834777950	Annual Report	2008-09-09
200812120330	Annual Report	2008-06-24
200810297160	Revocation Notice For Failure to File An Annual Report	2008-05-06
201187251960	Annual Report	2005-09-19
201187252110	Annual Report	2005-03-23

Court Cases

Court Case Summary

Filing Date:

2014-04-10

Status:

Terminated

Nature Of Judgment:

no monetary award

Jury Demand:

Both plaintiff and defendant demand jury

Nature Of Suit:

Trademark

Parties

Party Name:

CLARK CAPITAL MANAGEMENT GROUP

Party Role:

Plaintiff

Party Name:

Navigator Investments, LLC

Party Role:

Defendant

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 21 Jul 2025

Sources: Rhode Island Department of State