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650 S. Main Street Suite 700, Salt Lake City, UT 84101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-02 |
Branch Locations
650 S. Main Street Suite 700, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crewe Capital | Salt Lake City | UT | 08/2023 | Present |
| Brigham Young University | Provo | UT | 01/2023 | 08/2023 |
| Chipr | Salt Lake City | UT | 03/2022 | 02/2023 |
| Brigham Young University | Provo | UT | 08/2020 | 03/2022 |
| The Church Of Jesus Christ Of Latter-Day Saints | Boston | MA | 08/2018 | 06/2020 |
| Reynolds Auto Care | Bountiful | UT | 06/2015 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-28 |
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