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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 | 2023-03-06 |
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 |
|---|---|---|---|---|
| The Church Of Jesus Christ Of Latter-Day Saints | Federal Way | WA | 09/2016 | 08/2018 |
| Aloha Food Group | Lindon | UT | 10/2018 | 12/2018 |
| Pacs | Farmington | UT | 12/2018 | 06/2019 |
| Simplus | Farmington | UT | 06/2019 | 09/2019 |
| Opiniion | Lindon | UT | 10/2019 | 08/2020 |
| Pacs | Farmington | UT | 08/2020 | 08/2022 |
| Crewe Advisors | Salt Lake City | UT | 08/2022 | Present |
| Utah Valley University | Orem | UT | 08/2018 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-04 |
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