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Joshua Davis Osmond

Drive Wealth Advisers

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 2024-07-10
  • UT RA
    APPROVED
    Since 2024-07-10

Branch Locations

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
Crabb Financial, Llc Lehi UT 05/2024 Present
1847 Financial South Jordan UT 02/2023 05/2024
Full-Time Student Orem UT 01/2014 12/2023
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-02
  • S65 Uniform Investment Adviser Law Examination
    2024-07-02

View on SEC IAPD

Other Firms

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