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76 E 200 N Suite 110, Logan, UT 84321 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-07 |
| UT | RA | APPROVED | 2025-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Investment Advisors | Logan | UT | 11/2015 | 10/2017 |
| Adams Wealth Management, Llc | Logan | UT | 10/2017 | 06/2025 |
| Riley S Crosbie Advisory, Llc | Providence | UT | 05/2025 | Present |
Name: CacheTech Investment Related: Yes Address: 701 S. Main STE 400, Logan UT 84321 Nature: Technology for RIAs Position: Owner Start Date: 7/1/2023 Hours Per Month: 1 Hours Per Day During Trading: 1 Duties: Help with oversight of the company. ProV1 Holdings ?LLC used to hold a passive ownership in a commercial real estate property ?Business is not invested related ?Duties are limited to managing LLC. There is no involvement in the real estate ?owe approximately 40% of the LLC ?devote less than 1 hour per month ?Client of adviser / insurance will NOT be solicited to invest ?Clients of other businesses were not or will not be solicited to receive services from the Adviser. Quantum Healthcare ?brother's telehealth business. He a Dr. involvement was limited to that of assisting him in getting the business up and running. Passive owner ?Business is not investment related ?No ongoing duties. ?I have no ownership in the business. ?devote zero time to this business ?Client of adviser / insurance will NOT be solicited to invest ?Clients of other businesses were not or will not be solicited to receive services from the Adviser. ?businesses were not or will not be solicited to receive services from the Adviser. Independent insurance agent ?Business is invested related ?Recommend insurance products or services as needed ?100% ownership as sole prop ?I devote less than 2 hours per month ?Client of adviser will be solicited to invest ?Clients of other businesses were not or will not be solicited to receive services from the Adviser.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-03 |
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