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Advisor at COIGN CAPITAL ADVISORS LLC
DRAPER, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| COIGN CAPITAL ADVISORS LLC | Independent wealth | Oct 4, 2019 | n/a | yes | DRAPER, UT | Current employment |
| NAVIGATE PRIVATE WEALTH, LLC | Independent wealth | May 7, 2014 | Oct 3, 2019 | no | DRAPER, UT | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Apr 6, 1998 | May 6, 2014 | no | AMMON, ID|DRAPER, UT|SOUTH JORDAN, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NAVIGATE PRIVATE WEALTH, LLC | COIGN CAPITAL ADVISORS LLC | Oct 3, 2019 | Oct 4, 2019 | 1 | Firm change | RIA to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | NAVIGATE PRIVATE WEALTH, LLC | May 6, 2014 | May 7, 2014 | 1 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 170774:171306:UT:2019-10-03 | Oct 3, 2019 | Oct 4, 2019 | DRAPER, UT | Firm change |