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3333 N Digital Drive #700, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keeler Thomas Inc | 1327 S, 800 E, | UT | 04/2008 | 05/2025 |
| Sagepoint Financial, Inc. | Orem | UT | 07/2010 | 01/2025 |
| Osaic Wealth, Inc. | Orem | UT | 09/2023 | 01/2025 |
| Drive Wealth Management, Llc | Lehi | UT | 01/2025 | Present |
1) INDEPENDENT INSURANCE AGENT POSITION: AGENT, INVESTMENT RELATED: YES, NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 5 START DATE: 06/20/2013 ADDRESS: 3333 N. DIGITAL DR. STE 700, LEHI, UT 84043 DESCRIPTION: PROVIDING INSURANCE RECOMMENDATIONS FOR CLIENTS 2) CRABB FINANCIAL LLC POSITION: Investment Adviser Representative, Nature: LLC, Investment Related: Yes, Number of hours: 120 Securities Trading Hours, Start Date: 1/15/2025 ADDRESS: 3333 N. DIGITAL DR. STE 700, LEHI, UT 84043 DESCRIPTION: Providing services for 401(k) plans, i.e. fiduciary services, investment advice, enrollment meetings, education meetings. Providing investment advice for managed accounts. Crabb Financial is the parent company for Drive Wealth Advisers.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-08-13 |
| S65 | Uniform Investment Adviser Law Examination | 2009-12-09 |
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