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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 | 2026-08-06 |
| TX | RA | APPROVED | 2026-08-05 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dbk Financial Counsel, Llc | Cuyahoga Falls | OH | 03/2016 | 10/2019 |
| Squire & Company, Pc | Orem | UT | 11/2019 | 04/2025 |
| Squire Wealth Advisors | Orem | UT | 11/2019 | 04/2025 |
| Delap Wealth Advisory, Llc | Lake Oswego | OR | 04/2025 | 01/2026 |
| Savvy | Spanish Fork | UT | 08/2026 | Present |
| Aerodigm Wealth | Lake Oswego | OR | 01/2026 | 07/2026 |
Pillar Capital LLC, investment related; Spanish Fork, UT; serves as the DBA entity for work at Savvy Wealth, Wealth Manager, 08/03/2026, same hours as role at Savvy -this is the DBA for this role
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-27 |
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