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3333 N Digital Drive #700, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2015-05-22 |
| TX | RA | APPROVED_RES | 2015-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Drive Wealth Management, Llc | Provo | UT | 01/2015 | Present |
| Crabb Financial, Llc | Provo | UT | 01/2008 | Present |
| Cambridge Financial Center | Salt Lake City | UT | 12/2010 | 05/2019 |
| Yama Point Llc | Lehi | UT | 06/2021 | Present |
CRABB FINANCIAL, LLC - NON-INVESTMENT RELATED - 3333 DIGITAL DR. SUITE 700, LEHI, UT 84043 - PAYROLL AND HOLDING COMPANY FOR DRIVE WEALTH MANAGEMENT LLC, DRIVE INSURANCE SERVICES LLC, AND DRIVE ACCOUNTING SERVICES LLC - OWNER & MANAGER - 05/2015 START DATE - 20 HOURS/MONTH/TRADING - MANAGE OPERATIONS OF THE HOLDING COMPANY DRIVE ACCOUNTING SERVICES LLC THROUGH CRABB FINANCIAL, LLC - NON-INVESTMENT RELATED - 3333 DIGITAL DR. SUITE 700, LEHI, UT 84043 - ENTITY PROVIDES BOOKKEEPING SERVICES - MANAGER - 05/2015 START DATE - 10 HOURS A MONTH/TRADING - EMPLOY ACCOUNTANTS THAT PROVIDE BOOKKEEPING SERVICES. DRIVE INSURANCE SERVICES LLC THROUGH CRABB FINANCIAL, LLC - NON-INVESTMENT RELATED - 3333 DIGITAL DR. SUITE 700, LEHI, UT 84043 - INSURANCE AGENCY THAT PROVIDES ACCESS TO FIXED INSURANCE PRODUCTS - MANAGER AND SALES AGENT - 05/2015 START DATE, 10 HOURS A MONTH/TRADING, MANAGE ENTITY AND SALES OF FIXED ANNUITIES, DISABILITY, HEALTH, LIFE. YAMA POINT, LLC - INVESTMENT RELATED - PRIVATE FUND THAT OWNS THE BUILDING LOCATED AT 3333 DIGITAL DR. SUITE 700, LEHI, UT 84043 - MANAGER OF THE FUND - 06/2021 START DATE - 10 HOURS MONTH/TRADING - MANAGER OF THE FUND AND BUILDING OPERATIONS AND TENANTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-12 |
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