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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-27
  • UT RA
    APPROVED
    Since 2026-04-27

Branch Locations

Orem, UT • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

370 W Center Street, Orem, UT 84057 • United States

Blue Barn Wealth

370 West Center Street, Orem, UT 84057 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-03-25
  • UT RA
    APPROVED
    Since 2025-03-25

Branch Locations

370 West Center Street, Orem, UT 84057 • 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
First Financial Advisors, Lc Orem UT 12/2024 03/2025
Stocktrak.cOm Orem UT 10/2022 03/2026
Alpine School District Orem UT 01/1997 08/2022
Blue Barn Wealth Orem UT 03/2025 Present
Tci Security And Monitoring, Llc Orem UT 10/2018 Present
Savvy Orem UT 03/2026 Present
  • 12/2024 → 03/2025
    First Financial Advisors, Lc
    Orem, UT
  • 10/2022 → 03/2026
    Stocktrak.cOm
    Orem, UT
  • 01/1997 → 08/2022
    Alpine School District
    Orem, UT
  • 03/2025 → Present
    Orem, UT
  • 10/2018 → Present
    Tci Security And Monitoring, Llc
    Orem, UT
  • 03/2026 → Present
    Orem, UT
Previous Registrations
  • 2024-12-19 → 2025-03-11
    First Financial Advisors
    Orem, UT
Other Businesses

Blue Barn Wealth, LLC, Investment Related, 370 W Center St, Orem, UT 84057, serves as the DBA entity for work at Savvy Wealth, Advisor, 03/04/2026, 40/hours a week (during trading, same hours as role at Savvy - this is the DBA for this role). The Jump$tart Coalition; Not Investment Related; Board Member; Orem, UT; 09/2023; Less than 5% of time TCI Security and Monitoring, LLC; not investment related; 1019 S Orem Blvd, Orem, Utah 84058; Alarm System Installation and Monitoring; Partner; Member; 09/2018; devoting approximately 5 hours per month; None during securities trading hours; and assist with some accounting, bills, and other administrative work. This business is primarily owned and operated by Julie Walker, wife of Karsten Walker. Young Investors Society, not investment related, Orem, Utah, volunteer/teacher, June 10, 2025, 3-5 hours/month, 0 during trading, financial education for youth.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-10
  • S65 Uniform Investment Adviser Law Examination
    2024-12-10

View on SEC IAPD

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