Spencer David Cazier

Current Employers

Navigate Private Wealth, Llc

12012 South 700 East Suite 100, Draper, UT 84020 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2018-06-14

UT RA
APPROVED

Since 2018-06-14

Branch Locations

1830 East 3100 North, Suite A, Layton, UT 84040 • United States

12012 South 700 East Suite 100, Draper, UT 84020 • 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

Organization	City	State	From	To
Navigate Private Wealth Llc	Draper	UT	03/2017	06/2018
Navigate Private Wealth Llc	Draper	UT	06/2018	Present
Beespath, Inc.	Cove	UT	01/2014	03/2017

03/2017 → 06/2018

Navigate Private Wealth Llc

Draper, UT
06/2018 → Present

Navigate Private Wealth Llc

Draper, UT
01/2014 → 03/2017

Beespath, Inc.

Cove, UT

Other Businesses

Allegis Advisor Group, LLC, start 05/31/2019. 10235 S Jordan Gateway #420 South Jordan, UT 84095. Insurance agency. Agent. Not investment related. 1 hour per month < 1 hour per day during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-03-29

S65 Uniform Investment Adviser Law Examination

2018-03-29

Designations

View on SEC IAPD