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1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-06-01 |
Branch Locations
3350 S. 15Th E., Idaho Falls, ID 83406 • United States
1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Navigation, Llc | Centerville | UT | 01/2022 | 05/2023 |
| Edge Financial Advisors Llc | Idaho Falls | ID | 01/2022 | Present |
| Edge Financial Group Llc | Idaho Falls | ID | 01/2022 | Present |
| Advanced Profit Analysis Pa | Idaho Falls | ID | 01/2019 | 12/2021 |
| Cooper Norman | Idaho Falls | ID | 08/2017 | 01/2019 |
| Tampa Bay Rays | St. Petersburg | FL | 06/2015 | 07/2017 |
| Wealth Navigation, Llc | Centerville | UT | 05/2023 | Present |
1) EDGE FINANCIAL GROUP, LLC; ACCOUNTING, BOOKEEPING AND TAX RETURN SERVICES, START DATE 01/2022, 2) EDGE FINANCIAL ADVISORS, LLC; MARKETING ENTITY FOR CO-BRANDING, START DATE 1/2022, TIME SPENT, 1 HOUR PER MONTH, 3) PARTNER OF EDGE HOLDINGS, ENTITY USED FOR REAL ESTATE, START DATE 1/2021, TIME SPENT IS LESS THEN 1 HOUR PER MONTH, 4) PEAK FINANCIAL GROUP, OWNER, TAX AND ACCOUNTING BUSINESS, START DATE 1/2021, TIME SPENT IS 1 HOUR PER WEEK, 5) SMITTY'S PANCAKE & STAKE HOUSE, PARTNER OF RESTAURAUNT, START DATE 9/2019, TIME SPENT IS APPROX. 1 HOUR PER WEEK, 6) C CREW, LLC, PARTNER OF INVESTING GROUP BELONGING TO RELATIVES, START DATE 1/2019, TIME SPENT IS LESS THAN 1 HOUR PER MONTH, 6) RUFFRIDERS, LLC, INVESTMENT CLUB, START DATE 1/2020, TIME SPENT APPROXIMATLEY 2-4 HOURS PER MONTH, 7) C STONE ONE, LLC, MINORITY OWNER OF HOTEL AND REAL ESTATE BUSINESS, START DATE 4/2023, NO TIME SPENT ON THIS ACTIVITY, PASSIVE INVESTOR.
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