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12012 South 700 E. Suite 100, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-10-04 |
Branch Locations
12012 South 700 E. 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 Llc | Draper | UT | 05/2014 | 10/2019 |
| Allegis Investment Securities | Draper | UT | 07/2016 | 03/2018 |
| Coign Capital Advisors, Llc | Draper | UT | 10/2019 | Present |
1.TRUCK SHIELDS/SPG, CORPORATION, START: 2009, 1490 N. 2200 WEST SALT LAKE CITY, UT 84116, AUTOMOTIVE ACCESSORY MFG/PASSIVE SHAREHOLDER, NOT INVESTMENT RELATED, 0 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. XVOYANT INC, 05/2016-present , PRIVATE EQUITY OWNERSHIP/SHAREHOLDER, NOT INVESTMENT RELATED, 0 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 3. 09/2017-PRESENT; PRIVATE EQUITY OWNERSHIP; MAROLINA INVESTORS LLC; OUTDOOR RETAIL CLOTHING PRODUCTS, NON INVESTMENT RELATED; 0% OF INCOME 4. Utah Summer Baseball, LLC; not investment-related; UT; owner; May 2023; coordination of umpires for summer high school league and other youth baseball events; 5 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-29 |
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