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Dennis Milton Bassett

Navigate Financial LLC

Salt Lake City, UT

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Current Employers
Navigate Financial Llc

999 E. Murray Holladay Rd Suite 202, Salt Lake City, UT 84117 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-11-25
  • UT RA
    APPROVED
    Since 2024-11-25

Branch Locations

999 E. Murray Holladay Rd Suite 202, Salt Lake City, UT 84117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Salt Lake City UT 05/2019 06/2023
Iworq Systems Logan UT 01/2018 05/2019
The Asha Foundation Vientiane 05/2017 01/2018
The Charleston Cedar Hills UT 08/2016 05/2017
Navigate Financial Llc Salt Lake City UT 06/2023 Present
  • 05/2019 → 06/2023
    Wells Fargo Advisors Financial Network, Llc
    Salt Lake City, UT
  • 01/2018 → 05/2019
    Iworq Systems
    Logan, UT
  • 05/2017 → 01/2018
    The Asha Foundation
    Vientiane
  • 08/2016 → 05/2017
    The Charleston
    Cedar Hills, UT
  • 06/2023 → Present
    Navigate Financial Llc
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-14
  • S65 Uniform Investment Adviser Law Examination
    2024-11-14
Other Names
  • Dj Bassett
  • Dennis Bassett

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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