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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-08 |
| UT | RA | APPROVED | 2019-05-28 |
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 |
|---|---|---|---|---|
| Wasatch Advisors, Inc. | Salt Lake City | UT | 09/2013 | 05/2017 |
| Alps Distributors, Inc. | Salt Lake City | UT | 02/2014 | 05/2017 |
| University Of Utah | Salt Lake City | UT | 08/2017 | 04/2019 |
| Ge Healthcare | Salt Lake City | UT | 05/2018 | 07/2018 |
| Unemployed | Salt Lake City | UT | 04/2019 | 05/2019 |
| D.A. Davidson & Co. | Salt Lake City | UT | 05/2019 | Present |
1) Viral Flow; non-investment related; Salt Lake City, UT; YouTube Channel; Co-Owner; starting April 2018; 8 hrs per week and not during securities trading hours; I am currently affiliated with a YouTube channel, Viral Flow. Some of the video content published contains investment-related topics, but is primarily produced as a way to entertain and educate viewers. 2) Drew Morin, self-titled YouTube Channel; non-investment related; Salt Lake City, UT; YouTube Channel; Owner/Creator; starting 8/3/2020; 5 hr/mo and not during securities trading hours; I occasionally upload videos for entertainment of others. 3) Danny & Drew, self-titled YouTube Channel; non-investment related; Salt Lake City, UT; YouTube Channel; Partner/Creator; starting 4/5/2020; 1 hr/week and not during securities trading hours; I occasionally upload videos for entertainment of others. 4) Desktop Drumming, YouTube Channel; non-investment related; Salt Lake City, UT; YouTube Channel; Partner/Creator; starting 9/26/2020; 1 hr/week and not during securities trading hours; I occasionally upload videos for entertainment of others.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-26 |
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