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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-27 |
| TX | RA | APPROVED | 2026-03-25 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
370 West Center Street, Orem, UT 84057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-26 |
| UT | RA | APPROVED | 2017-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Barn Wealth, Llc | Provo | UT | 06/2016 | 04/2019 |
| Financial Planning Office, Llc | Orem | UT | 10/2017 | 02/2019 |
| Force For Good Financial, Llc | Orem | UT | 10/2017 | 03/2026 |
| Blue Barn Wealth, Llc | Orem | UT | 11/2017 | Present |
| Blue Barn Wealth, Llc | Orem | UT | 01/2025 | Present |
| Savvy | Orem | UT | 03/2026 | Present |
(1) Brimhall Properties; No; Pleasant Grove, UT; real estate rental business; Owner/ Operator; 12/2003; >10/ HRS MO; 0/ HRS MO (3) Blue Barn Wealth, LLC, Investment Related, 370 W Center St, Orem, UT 84057, serves as the DBA entity for work at Savvy Wealth, Senior Advisor, 03/02/2026, 40/hours a week (during trading, same hours as role at Savvy - this is the DBA for this role).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-09 |
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