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Cesily Vandersteen Tippetts

Interwise

Holladay, UT

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Current Employers
Interwise

3115 East Lion Lane Suite 160, Holladay, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-07-22
  • UT RA
    APPROVED
    Since 2025-07-22

Branch Locations

3115 East Lion Lane Suite 160, Holladay, UT 84121 • 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
Valued Wealth Advisors Dba Interwise Holladay UT 03/2022 Present
Canyons School District, Quail Hollow Elementary Sandy UT 09/2021 03/2022
N/A N/A UT 06/2017 09/2021
Canyons School District, Quail Hollow Elementary Sandy UT 09/2015 06/2017
  • 03/2022 → Present
    Valued Wealth Advisors Dba Interwise
    Holladay, UT
  • 09/2021 → 03/2022
    Canyons School District, Quail Hollow Elementary
    Sandy, UT
  • 06/2017 → 09/2021
    N/A
    N/A, UT
  • 09/2015 → 06/2017
    Canyons School District, Quail Hollow Elementary
    Sandy, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-14
  • S65 Uniform Investment Adviser Law Examination
    2025-04-14

View on SEC IAPD

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