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Daniel Mark Wilson

Drive Wealth Advisers

Lehi, UT

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Current Employers
Drive Wealth Advisers

3333 N Digital Drive #700, Lehi, UT 84043 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-10-16
  • UT RA
    APPROVED
    Since 2024-10-16

Branch Locations

3333 N Digital Drive #700, Lehi, UT 84043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresight Wealth Management Draper UT 03/2021 12/2022
Black Diamond Financial Solutions Lewes DE 06/2020 03/2021
Full Time Student Delmar DE 05/2011 06/2020
High End Financial, Llc Lehi UT 01/2023 05/2025
Crabb Financial, Llc Lehi UT 05/2025 Present
  • 03/2021 → 12/2022
    Foresight Wealth Management
    Draper, UT
  • 06/2020 → 03/2021
    Black Diamond Financial Solutions
    Lewes, DE
  • 05/2011 → 06/2020
    Full Time Student
    Delmar, DE
  • 01/2023 → 05/2025
    High End Financial, Llc
    Lehi, UT
  • 05/2025 → Present
    Crabb Financial, Llc
    Lehi, UT
Previous Registrations
  • 2021-06-03 → 2022-12-16
    Foresight Wealth Management, Llc
    Draper, UT
Other Businesses

Crabb Financial - Investment Related - 3333 Digital Drive. #700, Lehi, UT 84043, Investment Management, Analyst, 05/2024 Start Date, 160 hours/month/trading,operational support to investment adviser. Crabb Financial is the parent company of Drive Wealth Advisers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-02
  • S65 Uniform Investment Adviser Law Examination
    2021-06-02

View on SEC IAPD

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