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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
UT RA APPROVED 2024-02-05
  • UT RA
    APPROVED
    Since 2024-02-05

Branch Locations

462 E 800 N Orem, Ut, Usa, 84097, Orem, UT 84097 • United States

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

Diversify Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-02-05
  • UT RA
    APPROVED
    Since 2024-02-05

Branch Locations

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

462 E 800 N, Orem, UT 84097 • 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
Ljcooper Capital Management Orem UT 12/2015 Present
Private Capital Group Alpine UT 03/2014 04/2017
  • 12/2015 → Present
    Ljcooper Capital Management
    Orem, UT
  • 03/2014 → 04/2017
    Private Capital Group
    Alpine, UT
Previous Registrations
  • 2018-01-22 → 2024-07-17
    Diversify Wealth Management Llc
    Orem, UT
Other Businesses

RGA Capital Investments (Investment Related) 10177 N Riverside Ln, Highland, UT 84003 Main business: Family investment company Position & State Date: Member, 1997 Hours/month (during business hours): 2 (0) Duties: Keep the books, do the tax return and make decisions on how the money will be invested. Make management decisions. Creek 23 Capital (Investment Related) 462 E 800 N, Orem, UT 84097 Main Business: Dentistry Position & Start Date: Member, June 1, 2017 Hours/month (during business hours): 10 (10) Duties: Assist with account functions for primary investment held by the company FirstPurpose Tax (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Accounting and tax services for clients Position & Start Date: Tax Advisor, August 2017 Hours/month (during business hours): 80 (80) Duties: Review and deliver tax returns to clients KTC Properties (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for real estate assets Position & Start Date: Member, August 2017 Hours/month (during business hours): 2 (2) Duties: Keep the books, do the tax return KTB Ventures (Investment related) 462 E 800 N, Orem, UT 84097 Main business: Pooling money to invest in private ventures Position & State Date: Member, August 2017 Hours/month (during business hours): 1 (0) Duties: Keep the books, do the tax return and make decisions on how the money will be invested. Have input in management decisions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-20
  • S65 Uniform Investment Adviser Law Examination
    2018-01-20
Other Names
  • Bryant Lee Armstrong

View on SEC IAPD

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