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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 | 2026-04-27 |
Branch Locations
Orem, UT • 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 | 2025-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-10 |
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