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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 | 2025-04-29 |
Branch Locations
650 S. Main Street Suite 777, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crewe Capital | Salt Lake City | UT | 03/2016 | Present |
| Crewe Advisors | Salt Lake City | UT | 04/2024 | Present |
I volunteer for the Crewe Cup. The Crewe Cup is a golf tournament with profits donated to charity. I help organize the event. The Crewe Cup is located at 650 S Main St, Suite 777, Salt Lake City, UT 84101. The company is not investment related. I spend, on average, five hours per month on this entity, which may or may not be during securities trading hours. I started my association with the Crewe Cup in 2016. On occasion, I interpret for Utah Courts and Hospitals when they are in need of a Romanian translator. This is not investment related. I spend, on average, zero to one hour per month on this, which may or may not be during securities trading hours. I am a member of Crewe Partners, which focuses on alternative investments. The company is located at 650 S Main St, Suite 777, Salt Lake City, UT 84101 and is investment related. I spend on average 10 hours per month on this entity, which may or may not be during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-22 |
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