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Celia Boyle

Refined Wealth Management

Salt Lake City, UT

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Current Employers
Refined Wealth Management

515 South 1000 East Suite L2, Salt Lake City, UT 84102 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-07-25
  • UT RA
    APPROVED
    Since 2024-07-25

Branch Locations

515 South 1000 East Suite L2, Salt Lake City, UT 84102 • 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
Spy Hop Productions Salt Lake City UT 11/2010 02/2022
Refined Wealth Management Slc UT 02/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-23
  • S65 Uniform Investment Adviser Law Examination
    2024-07-23
Other Names
  • Celia Holt

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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