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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-08-03 |
Branch Locations
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
13907 Minuteman Drive Suite 125, Draper, UT 84020 • United States
240 N. East Promontory Suite 200, Farmington, UT 84025 • 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 | 10/2019 |
| Allegis Investment Services | Draper | UT | 07/2016 | 03/2018 |
| Coign Capital Advisors, Llc | Draper | UT | 10/2019 | 03/2020 |
| Trajan Wealth, Llc | Scottsdale | AZ | 07/2020 | Present |
| Caregiver | Riverton | UT | 04/2020 | 07/2020 |
1. LYLA LYNNEL CALDWELL IRREVOCABLE TRUST, START: 05/2011, GRANDMOTHERS TRUST; 8740 S. 60 EAST SANDY, UT 84070, TRUSTEE, NOT INVESTMENT RELATED, 4 HOURS PER YEAR, 0 HOURS PER DAY DURING TRADING HOURS. 2. INDEPENDENT INSURANCE SALES; INVESTMENT-RELATED; UT; INSURANCE AGENT; 2020; APPROX. 10 HOURS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-17 |
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