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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 | 2025-09-03 |
Branch Locations
304 Victory Road, Quincy, MA 02171 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Quincy | MA | 06/2005 | 09/2016 |
| Commonwealth Financial Network | Waltham | MA | 09/2016 | 08/2025 |
| Dfpg Investments, Llc | Sandy | UT | 08/2025 | Present |
| Diversify Advisory Services, 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-08 |
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