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Advisor at LIVET WEALTH, LLC
SPANISH FORK, 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 |
|---|---|---|---|---|---|---|
| LIVET WEALTH, LLC | Independent wealth | Aug 20, 2025 | n/a | yes | SPANISH FORK, UT | Current employment |
| BLUE BARN WEALTH | Independent wealth | Feb 7, 2025 | Feb 17, 2026 | no | OREM, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLUE BARN WEALTH | LIVET WEALTH, LLC | Feb 17, 2026 | Aug 20, 2025 | -181 | Firm change after gap | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 107202:337826:UT:2026-02-17 | Feb 17, 2026 | Aug 20, 2025 | OREM, UT | Firm change after gap |