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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
Orem, UT • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
370 West Center Street, Orem, UT 84057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-04-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategis Financial Group, Inc. | Orem | UT | 01/1991 | 12/2024 |
| First Western Advisors | Holladay | UT | 01/2012 | 05/2017 |
| Strategis Financial Group, Inc. Dba Strategis Insurance Group | Provo | UT | 05/2008 | 04/2024 |
| Garbutt Family Investments, L.L.C. | Provo | UT | 05/1998 | 03/2026 |
| Blue Barn Wealth, Llc | Orem | UT | 04/2024 | Present |
| Scott Garbutt, Sole Proprietor | Orem | UT | 04/2024 | 03/2026 |
| Strategis Financial Group, Inc. | Oren | UT | 01/1991 | 09/2024 |
| 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, 03/2026, 40/hours a week (duringtrading, same hours as role at Savvy - this is the DBA for this role).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-30 |
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