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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 | 2024-02-07 |
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 |
|---|---|---|---|---|
| Goldman Sachs | Salt Lake City | UT | 07/2021 | 03/2023 |
| Integrated Financial Group | South Jordan | UT | 04/2023 | 01/2024 |
| Brigham Young University | Provo | UT | 09/2018 | 04/2021 |
| Unemployed | Layton | UT | 05/2021 | 06/2021 |
| Unemployed | Kaysville | UT | 07/2018 | 08/2018 |
| Church Of Jesus Christ Of Latter-Day Saints | Papeete | 07/2016 | 06/2018 | |
| Wells Fargo | St. Louis | MO | 07/2020 | 08/2020 |
| Merrill Financial Associates | Provo | UT | 09/2019 | 07/2020 |
| Industry Pro | Provo | UT | 01/2019 | 04/2019 |
| Royal Alliance Associates, Inc. | South Jordan | UT | 04/2023 | 01/2024 |
| Crewe Advisors | Salt Lake City | UT | 02/2024 | Present |
| Crewe Insurance Advisors | Salt Lake City | UT | 01/2025 | Present |
Insurance agent with Crewe Insurance Advisors since January 2025. Address: 650 S. Main Street, Suite 700, Salt Lake City, UT 84101. 1 hour per week. Investment-related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-21 |
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