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Advisor at BLUE BARN WEALTH
NEW YORK, NY | OREM, UT | 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 | Mar 25, 2026 | n/a | yes | NEW YORK, NY|Orem, UT | Current employment |
| BLUE BARN WEALTH | Independent wealth | Nov 13, 2017 | n/a | yes | OREM, UT | Current employment |
| BLUE BARN WEALTH, LLC | n/a | May 31, 2016 | Apr 3, 2019 | no | OREM, UT | Previous registration |
| SOLTIS INVESTMENT ADVISORS, LLC | Independent wealth | Sep 1, 2011 | Jun 3, 2016 | no | ST. GEORGE, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLUE BARN WEALTH, LLC | BLUE BARN WEALTH | Apr 3, 2019 | Nov 13, 2017 | -506 | Firm change after gap | Other |
| SOLTIS INVESTMENT ADVISORS, LLC | BLUE BARN WEALTH, LLC | Jun 3, 2016 | May 31, 2016 | -3 | Firm change | Other |