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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-25 |
Branch Locations
370 W Center St, Orem, UT 84057 • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
370 West Center Street, Orem, UT 84057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Barn Wealth, Llc | Orem | UT | 10/2024 | Present |
| Burrus Financial Services | Salt Lake City | UT | 01/2024 | 10/2024 |
| Moss Adams | Dallas | TX | 01/2023 | 11/2023 |
| Cal Poly Agriculture Operations | San Luis Obispo | CA | 02/2022 | 12/2022 |
| Full Time Student | San Luis Obispo | CA | 10/2014 | 12/2022 |
| Savvy | Orem | UT | 03/2026 | Present |
Blue Barn Wealth, LLC, Investment Related, 370 W Center St, Orem, UT 84057, serves as the DBA entity for work at Savvy Wealth, Advisor, 03/02/2026, 40/hours a week (during trading, same hours as role at Savvy - this is the DBA for this role).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-18 |
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