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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-21 |
| UT | RA | APPROVED | 2021-07-21 |
Branch Locations
488 E Winchester St Ste 400, Salt Lake City, UT 84107 • United States
1436 S Legend Hills Ste 318, Clearfield, UT 84015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Salt Lake City | UT | 10/2002 | 07/2021 |
| Boy Scouts Of America | Holladay | UT | 08/2016 | 12/2019 |
| Cromar &Amp; Woo Financial Group (Dba) | Holladay | UT | 02/2018 | Present |
| Waddell & Reed, Inc | Salt Lake City | UT | 08/2002 | 07/2021 |
| Cromar & Woo Financial Group (Dba) | Holladay | UT | 02/2018 | Present |
| Slwr Llc | Holladay | UT | 03/2019 | Present |
| Lpl Financial, Llc | Salt Lake City | UT | 07/2021 | Present |
1. 07/21/2021 - CRUMP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/2002 - 10 Hours Per Month - LIFE INSURANCE, FIXED ANNUITY, DISABILITY INCOME, LONG TERM CARE. 2. 07/21/2021 - ASSOCIATES OF CLIFTON PARK - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/2002 - 5 Hours Per Month - LONG TERM CARE INSURANCE, MEDICARE SUPPLENT, LIFE INSURANCE. 3. 07/21/2021 - Wasatch Front Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 07/21/2021 - SLWR LLC - Investment Related - 1861 E NORTH DR HOLLADAY UT 84124 - Real Estate Rental - Started 3/5/2019 - Time Spent 5%. 5. 12/8/2021 - SLWR, LLC - DBA: Wasatch Front Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/29/2021 - 160 Hours Per Month/8 Hours During Securities Trading 6. 08/24/2023 - Western Front Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/29/2021 - 160 Hours Per Month/ 8 Hours During Trading 7. 10/25/2024 - CROMAR & WOO FINANCIAL GROUP - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2019 - 1 Hour Per Month/ 0 Hours During Trading 8) 04/22/2025 -Cromerica Industries, LLC - Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date: 04/15/2025 - 3 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 2002-08-28 |
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