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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-09 |
Branch Locations
95 S State St Suite 1500, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crewe Advisors Llc | Salt Lake City | UT | 01/2016 | 07/2019 |
| Dsg Consulting, Llc | Centerville | UT | 08/2015 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 07/2019 | 08/2022 |
| Key Bank Na | Salt Lake City | UT | 08/2022 | 09/2025 |
| Key Investment Services Llc | Brooklyn | OH | 10/2023 | 09/2025 |
| Unemployed | Centerville | UT | 09/2025 | 01/2026 |
| D.A. Davidson & Co. | Salt Lake City | UT | 01/2026 | Present |
1.) Girl Scouts of Utah: Non-Investment related; Salt Lake City, UT; Board member, Finance Committee Chair and Treasurer; Start date 10/1/23; Number of hours devoted: 4-6 hr/mo; No time devoted during securities trading hours; Duties: , Participate with the finance committee that reviews monthly financials, investment meetings with advisor, and engagement with the auditors for taxes and audit work. I do abstain from voting and any decisions. 2.) P5 LLC; POSITION: Manager NATURE: Holding entity for laser equipment that is rented INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/22/2022; ADDRESS: 636 E 650 N, Centerville UT 84014, United State; DESCRIPTION: Holding entity for laser equipment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-12 |
| S65 | Uniform Investment Adviser Law Examination | 2005-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-27 |
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