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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
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Fairview, UT • United States
370 West Center Street, Orem, UT 84057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Barn Wealth, Llc | Orem | UT | 01/2023 | Present |
| Missionary Mall | Orem | UT | 05/2020 | 05/2021 |
| Gear Up, Utah Valley University | Orem | UT | 01/2020 | 08/2020 |
| North Sanpete School District | Mt. Pleasant | UT | 01/2018 | 12/2019 |
| Centracom Interactive | Fairview | UT | 05/2018 | 08/2018 |
| The Church Of Jesus Christ Of Latter-Day Saints | San Salvador | 06/2015 | 06/2017 | |
| Full Time Student | Fairview | UT | 07/2017 | 04/2018 |
| Blue Barn Wealth, Llc | Orem | UT | 01/2021 | 12/2022 |
| Blue Barn Wealth, Llc | Orem | UT | 01/2022 | 12/2022 |
| 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, 03/02/2026, 40/hours a week (during trading, same hours as role at Savvy - this is the DBA for this role).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-09 |
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