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650 S. Main Street Suite 700, Salt Lake City, UT 84101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2015-01-28 |
| TX | RA | APPROVED | 2015-01-26 |
Branch Locations
650 S. Main Street Suite 700, Salt Lake City, UT 84101 • 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 |
|---|---|---|---|---|
| Crewe Advisors Llc | Salt Lake City | UT | 11/2014 | Present |
I have been the managing director of Crewe Insurance Advisors, LLC, located in Salt Lake City, UT, since September 2016. I spend less than 5 hours per month on this activity and no hours during securities trading hours. I am the manager of HH 2007 LLC, a holding company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-29 |
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