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Joshua Paul Coombs

Drive Wealth Advisers

Lehi, UT

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Current Employers
Drive Wealth Advisers

3333 N Digital Drive #700, Lehi, UT 84043 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-12-20
  • UT RA
    APPROVED
    Since 2024-12-20

Branch Locations

3333 N Digital Drive #700, Lehi, UT 84043 • 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
Condie Construction Springville UT 05/2016 09/2016
Utah Motor Company Orem UT 10/2016 01/2017
The Church Of Jesus Christ Of Latter Day Saints Salt Lake City UT 02/2017 10/2018
Utah Motor Company Orem UT 10/2018 03/2021
Ideal Detailing Spanish Fork UT 01/2019 01/2022
Utah Community Credit Union Provo UT 02/2022 05/2022
Gps Capital Markets South Jordan UT 05/2022 09/2022
Townsquare Capital Provo UT 10/2022 12/2022
Keeler Thomas Management Orem UT 12/2022 11/2024
Sagepoint Financial, Inc. Orem UT 03/2023 12/2024
Osaic Wealth, Inc. Orem UT 09/2023 12/2024
Crabb Financial, Llc Lehi UT 12/2024 Present
Drive Wealth Advisers Lehi UT 12/2024 Present
  • 05/2016 → 09/2016
    Condie Construction
    Springville, UT
  • 10/2016 → 01/2017
    Utah Motor Company
    Orem, UT
  • 02/2017 → 10/2018
    The Church Of Jesus Christ Of Latter Day Saints
    Salt Lake City, UT
  • 10/2018 → 03/2021
    Utah Motor Company
    Orem, UT
  • 01/2019 → 01/2022
    Ideal Detailing
    Spanish Fork, UT
  • 02/2022 → 05/2022
    Utah Community Credit Union
    Provo, UT
  • 05/2022 → 09/2022
    Gps Capital Markets
    South Jordan, UT
  • 10/2022 → 12/2022
    Townsquare Capital
    Provo, UT
  • 12/2022 → 11/2024
    Keeler Thomas Management
    Orem, UT
  • 03/2023 → 12/2024
    Sagepoint Financial, Inc.
    Orem, UT
  • 09/2023 → 12/2024
    Osaic Wealth, Inc.
    Orem, UT
  • 12/2024 → Present
    Crabb Financial, Llc
    Lehi, UT
  • 12/2024 → Present
    Lehi, UT
Previous Registrations
Other Businesses

CRABB FINANCIAL, LLC POSITION: Investment Operations Analyst, Investment Related, 80HRS/TRADING, START DATE: 12/2/2024, ADDRESS: 3333 N DIGITAL DR., STE 700, LEHI, UT 84043 DESCRIPTION: Provide investment research and reporting functions. Crabb Financial is the parent company for Drive Wealth Advisers.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-23
  • S66 Uniform Combined State Law Examination
    2023-05-23
Designations

View on SEC IAPD

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