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650 S. Main Street Suite 700, Salt Lake City, UT 84101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-08-04 |
| WA | RA | APPROVED | 2025-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bcw Securities Llc | Westport | CT | 10/2015 | 02/2018 |
| Integration Systems, Llc | Deerfield Beach | FL | 08/2015 | 02/2018 |
| Cognitive G Capital Group | Westport | CT | 03/2018 | 01/2025 |
| Crewe Capital | Salt Lake City | UT | 01/2025 | Present |
Seattle Kraken, non-Investment related, Zamboni driver. Approximately 30 hours/month mostly during non-market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-18 |
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