James Franklin Davenport

Current Employers

Employment History

• 02/2013 → 02/2024
  Osaic Wealth, Inc.
  South Jordan, UT
• 02/2024 → Present
  Crewe Advisors, Llc
  Salt Lake City, UT

Previous Registrations

• 2013-04-02 → 2024-02-06
  Osaic Wealth, Inc.
  Scottsdale, AZ
  South Jordan, UT
• 1999-08-02 → 2013-03-06
  Osaic Fa, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

1. HIGH STREET VENTURES, LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/01/2004 ADDRESS: 6335 Colleton Cir, SLC UT 84121 DESCRIPTION: This holds my personal investment accounts 2. INTEGRATED 106, LLC POSITION: Manager NATURE: This is an LLC that owns interest in the building that we have our business located in INVESTMENT RELATED: No HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/27/2017 ADDRESS: 10610 South Jordan Gateway, Ste. 210, South Jordan UT 84095 DESCRIPTION: Yearly tax return 3. JAMES F. DAVENPORT POSITION: Statutory Agent - NATURE: Insurance Agency - INVESTMENT RELATED: Yes HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/1997 ADDRESS: 10610 South Jordan Gateway, Ste. 210, South Jordan UT 84095 DESCRIPTION: Outside fixed insurance, life insurance, health insurance, and disability 4. J-DAVENPORT CONSULTING, INC. POSITION: President NATURE: J-Davenport Consulting, Inc. This is a management company for my interest in Integrated Financial Group, LLC, and High Street Ventures, LLC. ADDRESS: 436 North Farmhouse Lane, Midway UT, 84049 DESCRIPTION: Paying bills. 5. SB 6600, LLC POSITION: Manager / Member NATURE: This owns a condo INVESTMENT RELATED: No HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: 6335 Colleton Cir, Salt Lake City UT 84121 DESCRIPTION: Managing the LLC, Collecting rent, paying for expenses 6. EP2021, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/15/2021 ADDRESS: 112 North Curry Street, Carson City NV 89703 DESCRIPTION: Looking over reports, giving opinions about directions the company should take. Advisory Board 7. DUTCH FARM, LLC POSITION: Owner NATURE: This LLC owns personal property / land currently in Midway, UT. We will be building a home on this land. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 6335 Colleton Cir, Salt Lake City UT 84121, United States DESCRIPTION: Land owner 8. Crewe Insurance, LLC Position: Agent: This LLC handles fixed insurance and fixed indexed annuities. Number of hours 1; 0 securities trading; start date 02/07/2024 ADDRESS: 650 So. Main Street, Ste. 700, Salt Lake City, UT 84101 9. Lolo Legacy, Inc. Position: Board Member. The company provides software to RIAs. Number of hours per month: 4. 0-1 hours during trading hours. Start date: 5/15/2026. Address: 701 S. Capital of Texas Highway, Suite D420, West Lake, TX 78746

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-22
• S63 Uniform Securities Agent State Law Examination
  1997-06-16

Designations

Other Names

• James F Davenport