Ryan Omer Smith

Current Employers

Employment History

• 05/2011 → Present
  Dfpg Investments, Inc.
  South Jordan, UT
• 09/2004 → Present
  Dfpg Insurance, Inc.
  South Jordan, UT
• 09/2013 → Present
  Diversify, Inc.
  South Jordan, UT
• 11/2014 → 04/2018
  Cedar Crest Advisors, Llc
  S. Jordan, UT
• 07/2023 → Present
  Diversify Advisory Services, Llc
  Sandy, UT

Previous Registrations

• 2023-09-01 → 2023-09-08
  Diversify Advisory Services, Llc
  South Jordan, UT
• 2013-12-20 → 2015-11-16
  Diversify Wealth Management, Inc.
  South Jordan, UT
• 2011-10-11 → 2014-10-06
  Diversify Wealth Management Llc
  South Jordan, UT
  Orem, UT
• 2011-03-09 → 2011-08-26
  Ailsa Capital, Inc.
  Draper, UT
• 2005-11-18 → 2011-05-24
  Omni Investment Advisors Inc
  Salt Lake City, UT

Other Businesses

1. DIVERSIFY, INC.; INVESTMENT RELATED; SANDY, UT; WEALTH MANAGEMENT; PRESIDENT/CO-OWNER; 10/2004; 40% DURING BUSINESS HOURS; OVERSEE COMPANY OPERATIONS, BUSINESS DEVELOPMENT, AND MEET WITH CLIENTS. BRANCH OFFICE OF DFPG INVESTMENTS, PROVIDING INVESTMENT ADVICE AS BOTH RIA AND BD, ALSO PROVIDES HOME, LIFE, HEALTH, DISABILITY, LONG TERM CARE, AND GROUP BENEFITS AS INSURANCE AGENCY. 2. DIVERSIFY INSURANCE, INC; NON-INVESTMENT RELATED; SANDY, UT; INSURANCE; PRESIDENT; 10/2004; 1% DURING BUSINESS HOURS; OVERSEE AGENTS, OFFER INSURANCE PRODUCTS SUCH AS LIFE, HEALTH, LONG TERM CARE, DISABILITY, AUTO, AND HOME. 3. ANJANAHARY CAPITAL, LLC; NON-INVESTMENT RELATED; SANDY, UT; HOLDING COMPANY; MANAGER; 07/2019; 0% DURING BUSINESS HOURS; HOLDING COMPANY ONLY, MAINTENANCE 4. RIVERSIDE 90, LLC; NON-INVESTMENT RELATED; SANDY, UT; REAL ESTATE; MEMBER; 11/2016; <1%; HOLDS REAL COMMERCIAL BUILDING 5. ALTA CANYON ADVISORS, LLC; NON-INVESTMENT RELATED; SANDY, UT; MEMBER; 11/2021; <1%; HOLDING COMPANY FOR PRIVATE INVESTMENTS 6. OC MORRIS CAPITAL, LLC; NON-INVESTMENT RELATED; COTTONWOOD HEIGHTS, UT; MEMBER; 09/2021; <1%; HOLDING COMPANY FOR FAMILY INVESTMENTS 7. DCJL INVESTCO, LLC; NON-INVESTMENT RELATED; COTTONWOOD HEIGHTS, UT; MEMBER; 05/2023; <1% HOLDING FOR JOINT PERSONAL INVESTMENT 8. DIVERSIFY ADVISORY SERVICES, LLC; INVESTMENT RELATED; SANDY, UT; WEALTH MANAGEMENT; PRESIDENT/CO-OWNER; 07/2023; 40% DURING BUSINESS HOURS; OVERSEE COMPANY OPERATIONS, BUSINESS DEVELOPMENT, AND MEET WITH CLIENTS 9. 1354 INVESTMENT HOLDINGS, LLC; INVESTMENT RELATED; COTTONWOOD HEIGHTS, UT; INVESTMENTS IN LOCAL REAL ESTATE AND POTENTIAL BUSINESSES. MEMBER/MANAGER; 04/2023;2% DURING BUSINESS HOURS; DUTIES ARE PASSIVE, PRIMARILY RAN BY FAMILY MEMBERS. COMPANY STARTED IN APRIL 2023 BUT DID NOT BEGIN ACTUAL ACTIVITIES UNTIL OCTOBER 2023. 10. RAVEN 23, LLC; NON-INVESTMENT RELATED; 1022 QUAIL HOLLOW LN ALPINE, UT 84004. ENTITY THAT MADE AN INVESTMENT INTO A MED SPA NAMED SPA TROUVE. MEMBER OF THE LLC AND SIMPLY AN INVESTOR. DURING BUSINESS HOURS=0%.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-10
• S63 Uniform Securities Agent State Law Examination
  2004-04-03