Daniel James Luke

Current Employers

Employment History

• 08/2001 → Present
  Luke Family Properties, Llc
  Salt Lake City, UT
• 05/2011 → Present
  Dfpg Investments, Inc
  South Jordan, UT
• 11/2013 → Present
  Diversify Wealth Management
  S Jordan, UT
• 09/2013 → Present
  Diversify Legacy, Inc.
  S Jordan, UT
• 07/2014 → 12/2025
  Rain Life Home Loans
  Salt Lake City, UT
• 04/2015 → 04/2018
  Cedar Crest Advisors, Llc
  South Jordan, UT
• 09/2004 → Present
  Diversify Insurance, Inc.
  Sandy, UT

Previous Registrations

• 2013-12-20 → 2015-11-16
  Diversify Wealth Management, Inc.
  South Jordan, UT
• 2011-10-17 → 2014-10-06
  Diversify Wealth Management Llc
  South Jordan, UT
  Orem, UT
• 2006-01-30 → 2011-08-26
  Ailsa Capital, Inc.
  South Jordan, UT
• 2004-02-03 → 2004-08-06
  Mony Securities Corporation
  Midvale, UT

Other Businesses

1. Diversify Legacy, Inc.; Investment Related; Sandy, UT; Financial Planning; CEO; 09/2004; 100% during business hours; Financial planning, wealth management 2. Diversify Insurance Inc.; Non-Investment Related; Sandy, UT; Insurance; CEO; 09/2014; 20% during business hours; Risk planning, insurance sales 3. Luke Family Properties LLC; Non-Investment Related; Sandy, UT; Real Estate; Owner/Member; 01/2000; 1% during business hours; Buy, manage, sell real estate 4. Especially for Athletes; Non-Investment Related; Spanish Fork, UT; Non-profit Organization; Treasurer/Board Member; 1/2016; 1% during business hours; Member of the Board and Treasurer 5. Creek 23, Capital, LLC; Non-Investment Related; Sandy, UT; LLC; Member; 06/2017; 1% during business hours; Entity created to acquire shares of Creek Capital Dental Holdings, which is a multi office dental practice. Investor and sit on the board of managers of Creek Dental Holdings, Inc. and attend quarterly meetings with managers and the board members. 6. Financial Planning Association; Non-Investment Related; Denver, CO; Financial Planning Association local chapter; Board of Directors, President Elect 2017, President Elect 2018, Chairman 2019-2020; 01/2017; .3% during business hours; Board of Directors - Local Financial Planning Association Chapter 7. Atitlan Capital, LLC; Non-Investment Related; Sandy, UT; Holding Company; Member/Owner; 02/2019; 1% during business hours; Owner of holding company 8. Riverside 90, LLC.; Non-Investment Related; Sandy, UT; Holding Company; Member; 6/2016; .1% during business hours; Holding company for office building 9: Alta Canyon Advisors, llc; Non-Investment Related; Bountiful, UT; Holding Company for private investments; Member; 2/202; 5%; 10. Raven 23, LLC; Investment Related; Alpine, UT; Holding Company to acquire med spas starting with Spa Trouve; 12/2023; 0%. 11. DCJL Investco, LLC; non-investment related; no compensation. 12. BLLS Condos, llc; Holding company for personal investments into condos with friends. Investment-related; yes. Personal investments into Condos at Deer Valley. 1% during business hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-01-22
• S63 Uniform Securities Agent State Law Examination
  2001-01-20

Designations