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12012 South 700 East Suite 100, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2014-05-07 |
Branch Locations
12012 South 700 East Suite 100, Draper, UT 84020 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigate Private Wealth Llc | Draper | UT | 05/2014 | Present |
| Allegis Investment Services | Draper | UT | 07/2016 | 03/2018 |
1. NAVIGATE PRIVATE WEALTH, LLC, START: 05/02/2014, 12012 S 700 EAST STE. 100 DRAPER, UT 84020, RIA, CHEIF COMPLIANCE OFFICER, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 2. ALLEGIS ADVISOR GROUP, LLC, START: 07/01/14, 10235 S. JORDAN GATEWAY #420 SOUTH JORDAN, UT 84095, INSURANCE AGENCY, AGENT, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS. 3. Giverny Master Association., Board of Directors; NIR; Neighborhood HOA. It is a volunteer position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-17 |
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