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John Daniel Grady

Diversify Advisory Services, LLC

South Jordan, UT

San Diego, CA

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Current Employers
Diversify Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-10
CA RA APPROVED 2024-01-03
  • TX RA
    APPROVED_RES
    Since 2024-10-10
  • CA RA
    APPROVED
    Since 2024-01-03

Branch Locations

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

10085 Carroll Canyon Rd. Ste 200D, San Diego, CA 92131 • 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
Cantor Fitzgerald & Co. San Diego CA 01/2016 01/2024
Dfpg Investments, Llc Sandy UT 01/2024 Present
Diversify Advisory Services, Llc Sandy UT 01/2024 Present
  • 01/2016 → 01/2024
    Cantor Fitzgerald & Co.
    San Diego, CA
  • 01/2024 → Present
    Dfpg Investments, Llc
    Sandy, UT
  • 01/2024 → Present
    Diversify Advisory Services, Llc
    Sandy, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-04
S63 Uniform Securities Agent State Law Examination 2001-10-17
  • S65 Uniform Investment Adviser Law Examination
    2022-02-04
  • S63 Uniform Securities Agent State Law Examination
    2001-10-17

View on SEC IAPD

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