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76 E 200 N Suite 110, Logan, UT 84321 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adams Wealth Management, Llc | Logan | UT | 03/2020 | 07/2025 |
| Adams Wealth Advisors | Logan | UT | 04/2019 | 07/2025 |
| Lowrey & Associates | Millville | UT | 02/2018 | 04/2019 |
| Airbound Gymnastics | Logan | UT | 10/2015 | 03/2018 |
| Cache County School District | Millville | UT | 01/2010 | 06/2017 |
| Bfs Partners | Vienna | VA | 09/2025 | 02/2026 |
| Crosbie Financial | Providence | UT | 03/2026 | Present |
| Riley S. Crosbie Advisory, Llc | Providence | UT | 03/2026 | Present |
Jaeden Gonzalez operates May Consulting, where she reviews data entry in financial planning software. She bills clients at a rate of $75 per hour for the time spent providing these services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-06 |
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