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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 |
Branch Locations
Sandy, UT • United States
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 |
|---|---|---|---|
| UT | RA | APPROVED | 2023-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Captrust (Fka Knox Capital Advisors, Llc) | Draper | UT | 08/2015 | 04/2018 |
| Town Square Capital | Provo | UT | 04/2018 | 12/2018 |
| Fabian Vancott | Salt Lake City | UT | 05/2018 | 08/2023 |
| Blue Barn Wealth, Llc | Orem | UT | 03/2023 | Present |
| Cannon Holbrook, Cpa | Draper | UT | 01/2018 | 04/2018 |
| The Mccullough Group | Salt Lake City | UT | 09/2023 | Present |
| Capfinancial Securities, Llc | Salt Lake City | UT | 03/2018 | 05/2018 |
| Captrust | Salt Lake City | UT | 02/2018 | 05/2018 |
| Captrust (Fka Knox Capital Advisors, Llc) | Draper | UT | 08/2016 | 12/2017 |
| Savvy | Orem | UT | 03/2026 | Present |
Blue Barn Wealth, LLC, Investment Related, 370 W Center St, Orem, UT 84057, serves as the DBA entity for work at Savvy Wealth, Advisor, 03/2026, 40/hours a week (duringtrading, same hours as role at Savvy - this is the DBA for this role). The McCullough Group; No; Salt Lake City, UT; Attorney; 09/2023; 146/ HRS MO; 146/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-04 |
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