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1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-04-24 |
Branch Locations
1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Navigation, Llc | Centerville | UT | 04/2024 | Present |
| Goldman Sachs & Co. Llc | Salt Lake City | UT | 06/2008 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-08 |
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