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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
370 W Center St, Orem, UT 84057 • United States
Provo, UT • United States
370 West Center Street, Orem, UT 84057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| In N Out Burger | Orem | UT | 10/2016 | 02/2018 |
| The Church Of Jesus Christ Of Latter-Day Saints | St George | UT | 02/2018 | 08/2019 |
| Ecobrite Services, Llc | Vineyard | UT | 09/2019 | 10/2021 |
| Aptive Environmental | Provo | UT | 05/2021 | 08/2021 |
| Utah Valley University | Orem | UT | 08/2019 | 08/2022 |
| Pandowealth | Peachtree City | GA | 09/2022 | 02/2023 |
| Blue Barn Wealth, Llc | Orem | UT | 03/2023 | 01/2024 |
| Unemployed | New York City | NY | 05/2016 | 09/2016 |
| Pandowealth | Peachtree City | GA | 06/2022 | 08/2023 |
| Blue Barn Wealth, Llc | Orem | UT | 02/2024 | Present |
| 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, Client Service Associate, 03/02/2026, 40/hours a week (during trading, same hours as role at Savvy - this is the DBA for this role). Residential Property Rental, non Investment Related, Provo, UT, June 1, 2023, residential property rental, 1 hour a month, 0 hour during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-09 |
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