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Advisor at BLUE BARN WEALTH
Sandy, UT | NEW YORK, NY | OREM, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Savvy | Independent wealth | Apr 27, 2026 | n/a | yes | Sandy, UT|NEW YORK, NY | Current employment |
| BLUE BARN WEALTH | Independent wealth | Jul 20, 2023 | n/a | yes | OREM, UT | Current employment |
| Captrust | Institutional manager | Feb 1, 2018 | May 21, 2018 | no | Salt Lake City, UT|RALEIGH, NC | Previous registration |
| KNOX CAPITAL ADVISORS, LLC | Former SEC adviser | Aug 4, 2016 | Dec 31, 2017 | no | DRAPER, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Captrust | BLUE BARN WEALTH | May 21, 2018 | Jul 20, 2023 | 1,886 | Firm change after gap | Other |
| KNOX CAPITAL ADVISORS, LLC | Captrust | Dec 31, 2017 | Feb 1, 2018 | 32 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 131000:175112:UT:2017-12-31 | Dec 31, 2017 | Feb 1, 2018 | DRAPER, UT | Firm change |