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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 | 2024-10-15 |
Branch Locations
650 S. Main Street Suite 700, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Church Of Jesus Christ Of Latter-Day Saints | Manchester | 07/2015 | 07/2017 | |
| Blue Moose Sweet Shoppe | Bountiful | UT | 07/2017 | 08/2017 |
| Eccles Tennis Center | Salt Lake City | UT | 09/2017 | 05/2019 |
| Hawx Services | Ogden | UT | 05/2019 | 08/2019 |
| Rockworth Companies | Holladay | UT | 08/2019 | 05/2020 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 05/2020 | 11/2022 |
| Sportsmed Physical Therapy | Bountiful | UT | 02/2018 | 06/2018 |
| Rock House Financial | Farmington | UT | 11/2022 | 03/2024 |
| Crewe Advisors | Salt Lake City | UT | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-03 |
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