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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-07-05 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
12012 South 700 East Suite 100, Draper, UT 84020 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigate Private Wealth Llc | Draper | UT | 05/2014 | 07/2023 |
| Allegis Investment Services | Draper | UT | 07/2016 | 10/2017 |
| Advisory Services Network, Llc | Atlanta | GA | 07/2023 | Present |
1. ALLEGIS ADVISOR GROUP, LLC, START: 10/15/14, 10235 SOUTH JORDON GATEWAY STE. 420 SOUTH JORDAN, UT 84095, INSURANCE AGENCY, AGENT, FIXED LIFE INSURANCE, NOT INVESTMENT RELATED, 10 HOURS PER MONTH, 5 HOURS DURING TRADING HOURS. 2. INTUITIVE WEALTH, LLC: START 4/5/2023, 12012 SOUTH 700 EAST STE 100, DRAPER, UT 84020; MEMBER, SET UP AS FUTURE SERVICE COMPANY FOR TAX PURPOSES. TIME SPENT LESS THAN 1 HOUR PER MONTH, NONE DURING TRADING. NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-02 |
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