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Grant Milo Rowan

Drive Wealth Advisers

Sandy, UT

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 2019-03-27
  • UT RA
    APPROVED
    Since 2019-03-27

Branch Locations

126 West Sego Lily Drive Suite 265, Sandy, UT 84070 • United States

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
Grant Rowan Financial American Fork UT 05/2007 Present
Crewe Capital Advisors, Llc Salt Lake City UT 09/2016 03/2019
Drive Wealth Advisers Lehi UT 03/2019 Present
Porch Financial Sandy UT 01/1998 Present
  • 05/2007 → Present
    Grant Rowan Financial
    American Fork, UT
  • 09/2016 → 03/2019
    Crewe Capital Advisors, Llc
    Salt Lake City, UT
  • 03/2019 → Present
    Drive Wealth Advisers
    Lehi, UT
  • 01/1998 → Present
    Porch Financial
    Sandy, UT
Previous Registrations
Other Businesses

Partner at Porch Financial - an insurance software company. 126 W. Segolily Dr. #265, Sandy, UT 84070, 150 hours/month/trading, CEO.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-27
  • S65 Uniform Investment Adviser Law Examination
    2016-10-27

View on SEC IAPD

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JUSTIN WARREN LUETTGERODT
CHRISTOPHER LYNN COOK

Other Offices

LPL FINANCIAL LLC · SANDY, UT
LPL FINANCIAL LLC · SANDY, UT
LPL FINANCIAL LLC · SANDY, UT
CETERA INVESTMENT ADVISERS LLC · SANDY, UT
ACLAIME ASSET MANAGEMENT, LLC · SANDY, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · SANDY, UT
DIVERSIFY ADVISORY SERVICES, LLC · SANDY, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · SANDY, UT

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