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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 | 2024-05-06 |
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 | 01/2024 | 05/2024 |
| Brad Hall Companies | Idaho Falls | ID | 10/2022 | 01/2024 |
| Edge Financial Group, Llc | Idaho Falls | ID | 01/2024 | Present |
| Brad Hall Companies | Idaho Falls | ID | 08/2022 | 10/2022 |
| Searle Hart & Associates, Pllc | Idaho Falls | ID | 01/2019 | 08/2022 |
| Melaleuca | Rexburg | ID | 04/2017 | 10/2018 |
| Aptive Environmental | Minneapolis | MN | 06/2016 | 09/2016 |
| Brigham Young University | Rexburg | ID | 01/2016 | 07/2020 |
| Wealth Navigation, Llc | Centerville | UT | 05/2024 | Present |
Financial Group, LLC: Tyson McDonald is an employee of Edge Financial Group, LLC and provides accounting, bookkeeping and tax return preparation services. Time spent on this activity is approximately 20 hours a week. Tyson McDonald receives compensation for the services he provides in the form of a salary. This presents a conflict of interest because Tyson McDonald may have incentive to recommend this service to you for the purpose of receiving compensation for the services he provides. Tyson McDonald manages this conflict of interest by utilizing this service only where it is in the client's best interest and after consultation with the client. You are under no obligation, contractually or otherwise, to use accounting services provided by Tyson McDonald.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-06 |
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