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3333 N Digital Drive #700, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keeler Thomas Managment | Orem | UT | 08/2022 | 12/2024 |
| Utah System Of Higher Education | Salt Lake City | UT | 05/2022 | 08/2022 |
| Washington Federal Bank | Boise | ID | 05/2021 | 08/2021 |
| Washington Federal Bank | Provo | UT | 08/2021 | 05/2022 |
| Nelson Fire Systems | Salt Lake City | UT | 05/2016 | 05/2021 |
| Utah Valley University | Orem | UT | 08/2017 | 12/2022 |
| Sagepoint Financial, Inc. | Orem | UT | 03/2023 | 01/2025 |
| Keeler Thomas Management | Orem | UT | 06/2023 | 12/2024 |
| Osaic Wealth, Inc. | Orem | UT | 09/2023 | 01/2025 |
| Drive Wealth Management, Llc | Lehi | UT | 01/2025 | Present |
CRABB FINANCIAL, LLC POSITION: Employee and Investment Adviser Representative, Investment Related, 120HRS/TRADING, START DATE: 1/1/2025, ADDRESS: 3333 N DIGITAL DR., STE 700, LEHI, UT 84043 DESCRIPTION: Provide operational and investment services for 401(k) plans, i.e. fiduciary services, investment advice, enrollment meetings, education meetings. Providing investment advice for managed accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-26 |
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