Best Investors Account Sign in
Current Employers
Diversify Advisory Services, Llc

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-08-25
  • MA RA
    APPROVED
    Since 2025-08-25

Branch Locations

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

304 Victory Road, Quincy, MA 02171 • 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
Lincoln Financial Advisors Corp Waltham MA 11/2003 09/2016
Commonwealth Financial Network Waltham MA 09/2016 08/2025
Diversify Advisory Services, Llc Sandy UT 08/2025 Present
Dfpg Investments, Llc Sandy UT 08/2025 Present
Previous Registrations
  • 2016-09-26 → 2025-08-15
    Quincy, MA
    Quincy, MA
    Duxbury, MA
  • 2003-12-12 → 2016-09-29
    Osaic Fa, Inc.
    Waltham, MA
    Waltham, MA
  • 2002-10-04 → 2003-12-01
    Veravest Investment Advisors, Inc.
    Waltham, MA
Other Businesses

1. Fixed Insurance, Boston Wealth Advisory Group, investment related, 304 Victory Road, Suite 300 Marina Bay, Quincy, MA 02171, sales of fixed life and fixed annuities, 1 hr/month, 1hr/month during trading hours, 8/2025-present.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-13
  • S66 Uniform Combined State Law Examination
    2002-02-13

View on SEC IAPD

More in South Jordan, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor