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Bruce Matthew Chugg

Chugg Wealth Strategies, LLC

Provo, UT

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Current Employers
Chugg Wealth Strategies, Llc

180 N. University Ave Suite 270, Provo, UT 84601 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2018-06-12
TX RA APPROVED_RES 2016-09-06
CA RA APPROVED 2016-07-11
  • UT RA
    APPROVED
    Since 2018-06-12
  • TX RA
    APPROVED_RES
    Since 2016-09-06
  • CA RA
    APPROVED
    Since 2016-07-11

Branch Locations

180 N. University Ave Suite 270, Provo, UT 84601 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Chugg Wealth Strategies, Llc Provo UT 07/2016 Present
Chugg Wealth Strategies, Llc Mission Viejo CA 10/2013 03/2018
Tessera Capital Partners, Llc Penfield NY 03/2017 09/2017
Bruce Chugg, Sole Proprietor Provo UT 03/2018 12/2020
Previous Registrations
  • 2015-01-28 → 2016-07-07
    Daniel Wealth Advisors
    Irvine, CA
    Corona Del Mar, CA
  • 2013-10-17 → 2014-12-31
    Daniel Wealth Advisors
    Irvine, CA
    Corona Del Mar, CA
  • 2008-03-17 → 2013-10-14
    Principal Securities, Inc.
    Irvine, CA
    Irvine, CA
    Des Moines, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-08
S63 Uniform Securities Agent State Law Examination 1996-04-15
  • S65 Uniform Investment Adviser Law Examination
    2018-06-08
  • S63 Uniform Securities Agent State Law Examination
    1996-04-15

View on SEC IAPD

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Other Offices

PORTSIDE WEALTH GROUP, LLC · PROVO, UT
JOSEPH M. LARSEN, C.P.A., P.C. · PROVO, UT
COMMONWEALTH FINANCIAL NETWORK · Provo, UT
RAYMOND JAMES & ASSOCIATES, INC. · Provo, UT
COLE FINANCIAL ADVISORS, INC. · PROVO, UT
EDWARD JONES · PROVO, UT
ACCUVEST GLOBAL ADVISORS, INC. · PROVO, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Provo, UT

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