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12012 South 700 East Suite 100, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-03-03 |
| UT | RA | APPROVED | 2014-05-07 |
Branch Locations
12012 South 700 East Suite 100, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigate Private Wealth Llc | Draper | UT | 05/2014 | Present |
| Allegis Investment Services | Draper | UT | 07/2016 | Present |
. NAVIGATE PRIVATE WEALTH, LLC, START: 05/03/2014, 12012 S. 700 EAST STE. 100 DRAPER, UT 84020, RIA, AGENT, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 2. ALLEGIS ADVISOR GROUP, LLC, START: 08/01/14, 10235 S. JORDAN GATEWAY #420 SOUTH JORDAN, UT 84095, INSURANCE AGENCY, AGENT, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-17 |
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