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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 | 2017-03-15 |
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 |
|---|---|---|---|---|
| Crewe Advisors | Salt Lake City | UT | 10/2015 | Present |
Since Sept 2017, I have provided bookkeeping services as a part-time employee to Fresh Lemonade Prints DBA Petite Lemon, located in Mountain View, CA. Business is not investment-related. 5 hours per month is spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-14 |
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