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12012 South 700 East Suite 100, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-05-04 |
Branch Locations
12012 South 700 East Suite 100, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 05/2017 | 04/2018 |
| Brigham Young University | Provo | UT | 02/2017 | 04/2017 |
| Alliance Health | Riverton | UT | 04/2015 | 03/2017 |
| Vivint Smart Home | Provo | UT | 01/2013 | 09/2016 |
| Navigate Private Wealth Llc | Draper | UT | 04/2018 | Present |
Ollin Ventures; IR; 78 S. Serrata, Vineyard, UT 84059; General Partner; Start: 08/01/2022; Number of hours/month: 30 hours; Create marketing content, event planning, investor relations, and preparing investor reports and documents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-27 |
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