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12012 South 700 East Suite 100, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-07-10 |
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 | Draper | UT | 03/2015 | Present |
Common Cents; not investment-related; Bluffdale, UT; Company Cason parties, craps dealer; 11/2022; 15 hours per month for 3 months per year; 0 during securities trading hours; dealing craps at company parties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-27 |
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