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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 | 2020-11-06 |
Branch Locations
650 S. Main Street Suite 700, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crewe Capital, Llc | Salt Lake City | UT | 11/2015 | Present |
I am the CEO of Crewe Capital, LLC, a registered broker-dealer located at 650 S Main St, Suite 777, Salt Lake City, UT 84101. This business is investment-related. I spend, on average, 160 hours a month on this entity which may or may not be during securities trading hours. I am the managing member of Pin High LLC, a personal holdings company, located at 2123 Parkway Ave, Salt Lake City, UT 84109. The business is not investment-related. My wife also runs her marketing services. Pin High LLC is also an owner in Crewe Design, an e-commerce lifestyle brand. The business is not investment-related. I spend, on average, one hour a month on this entity which may or may not be during securities trading hours. I am a board member of CharityVision, a 501(c)(3) organization with a focus on solutions to the worldwide blindness epidemic. The business is not investment-related. I am a volunteer board member. I started with the board in October of 2014. I devote, on average, five hours per month to this activity which may or may not be during securities trading hours. I am a board member and indirect owner of the Crewe Cup. The Crewe Cup is a for profit entity, which hosts an annual golf tournament, that chooses to donate its profits to charity. I help produce the event. The Crewe Cup is located at 2123 Parkway Ave, Salt Lake City, UT 84109. The company is not investment-related. I spend, on average, five hours a month on this entity which may or may not be during securities trading hours. I am an IAR with Crewe Advisors, LLC, an SEC registered investment advisor located at 650 S Main St, Suite 700, Salt Lake City, UT 84101. This business is investment-related. I spend, on average, 2-10 hours a month on this entity which may or may not be during securities trading hours. Crewe Holdings, non-investment related, located at 2123 Parkway Ave, Salt Lake City, UT 84109. Holdings company for Crewe Capital, Crewe Advisors, and Crewe Cup. Started June 10, 2014. I spend one hour on average per month, which may or may not be during securities trading hours. I am a partner of Crewe Partners, which focuses on alternative investments, and is located at 650 S Main St, Suite 700, Salt Lake City, UT 84101. The business is investment-related and I spend on average 10 hours per month, which may or may not be during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-20 |
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