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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 | 2021-03-11 |
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 |
|---|---|---|---|---|
| Crewe Advisors | Salt Lake City | UT | 07/2019 | Present |
| University Of Utah | Salt Lake City | UT | 04/2019 | 10/2020 |
| The Walt Disney Company | Anaheim | CA | 01/2019 | 07/2019 |
| Crewe Advisors | Salt Lake City | UT | 06/2015 | 08/2018 |
| Davis High School | Kaysville | UT | 08/2014 | 06/2017 |
| University Of Utah | Salt Lake City | UT | 08/2017 | Present |
Consultant with Bloomfully Group LLC, Ladera Ranch, CA since October 2022. Business development and strategy for digital content provider. Non investment-related. 40 hours per month (45 minutes per week during business hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-11 |
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