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Matthew John Phillips

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 2026-06-24
  • UT RA
    APPROVED
    Since 2026-06-24

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
Bell Lexus Scottsdale AZ 06/2022 08/2022
Kns International Draper UT 10/2022 12/2022
Pride Logistics American Fork UT 05/2023 09/2023
Three Seasons Wealth Salt Lake City UT 07/2023 08/2025
Navigate Financial Salt Lake City UT 06/2026 Present
Utah Valley University Orem UT 08/2020 Present
Alta High School Stanton UT 08/2016 06/2018
Corner Canyon High School Draper UT 08/2018 06/2019
Ottowa University Arizona Surprise AZ 08/2019 06/2020
  • 06/2022 → 08/2022
    Bell Lexus
    Scottsdale, AZ
  • 10/2022 → 12/2022
    Kns International
    Draper, UT
  • 05/2023 → 09/2023
    Pride Logistics
    American Fork, UT
  • 07/2023 → 08/2025
    Three Seasons Wealth
    Salt Lake City, UT
  • 06/2026 → Present
    Navigate Financial
    Salt Lake City, UT
  • 08/2020 → Present
    Utah Valley University
    Orem, UT
  • 08/2016 → 06/2018
    Alta High School
    Stanton , UT
  • 08/2018 → 06/2019
    Corner Canyon High School
    Draper, UT
  • 08/2019 → 06/2020
    Ottowa University Arizona
    Surprise , AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-29
  • S65 Uniform Investment Adviser Law Examination
    2026-05-29

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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