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999 E. Murray Holladay Rd Suite 202, Salt Lake City, UT 84117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-08-12 |
Branch Locations
999 E. Murray Holladay Rd Suite 202, Salt Lake City, UT 84117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigate Financial Llc | Salt Lake City | UT | 07/2025 | Present |
| Davis School District | Farmington | UT | 02/2024 | Present |
| The Church Of Jesus Christ Of Latter-Day Saints | Mcallen | TX | 10/2022 | 12/2023 |
| Tycon Systems | Bluffdale | UT | 05/2022 | 10/2022 |
| Firehouse Subs | Layton | UT | 12/2021 | 05/2022 |
| South Davis Recreation Center | Bountiful | UT | 06/2020 | 09/2021 |
| Layton City Parks And Recreation | Layton | UT | 10/2019 | 06/2020 |
| Davis School District | Layton | UT | 07/2015 | 10/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
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