Joshua Davis Osmond

Employer firm

Drive Wealth Advisers CRD 174728

$1.50B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING SERVICES, FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2024 → Present
  Crabb Financial, Llc
  Lehi, UT
• 02/2023 → 05/2024
  1847 Financial
  South Jordan, UT
• 01/2014 → 12/2023
  Full-Time Student
  Orem, UT

Other Businesses

Crabb Financial - Investment Related - 3333 Digital Drive. #700, Lehi, UT 84043, Investment Management, Analyst, 05/2024 Start Date, 160 hours/month/trading, operational support to investment adviser. Insurance Agent - Investment Related - 3333 Digital Drive. #700, Lehi, UT 84043, Life Insurance Agent, 11/2023 Start Date, 10 hours/month/trading, Insurance Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-02