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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-13 |
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