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5 Pine Cone Road Suite 205, Dayton, NV 89403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APP_PEND_IARCE | 2026-02-05 |
| CA | RA | APP_PEND_IARCE | 2026-02-03 |
Branch Locations
5 Pine Cone Road Suite 205, Dayton, NV 89403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sierra Nevada Wealth Management, Llc | Reno | NV | 07/2007 | Present |
| Alliance Trust Company, Llc | Reno | NV | 01/2011 | 04/2021 |
Founder & CEO; Crawford Trust Company, LLC; Investment Related: Yes; Location: 5 Pine Cone Road, Suite 205; Description of the business: Crawford Trust Company, LLC is a retail trust company licensed by the State of Nevada, Financial Institutions Division. It provides a wide array of trustee services for clients across the world but not in Washoe County, Douglas County or, Carson City, NV.; Responsibilities Duties: Running Trust Company operations as CEO, including directing agendas, driving profitability, managing company organizational structure, strategy, and communicating with the board.; Start date with business: 2021-11-24; Hours devoted to business during trading hours: 60; Hours devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 50.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-01-23 |
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