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Current Employers
Diversify Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-03-05
  • UT RA
    APPROVED
    Since 2024-03-05

Branch Locations

742 N 530 E, Orem, UT 84097 • United States

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • 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, Llc Orem UT 01/2008 Present
Dfpg Investments, Inc. South Jordan UT 10/2011 Present
  • 01/2008 → Present
    Ljcooper Capital Management, Llc
    Orem, UT
  • 10/2011 → Present
    Dfpg Investments, Inc.
    South Jordan, UT
Previous Registrations
Other Businesses

Independent Insurance Agent (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main Business: Insurance sales Position and Start Date: Insurance Agent, 01/2015 Hours/month (during business hours): 1 (1) Duties: Independent agent for various insurance companies FirstPurpose Tax (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Accounting and tax services for clients Position & Start Date: Owner, 1/1/2020 Hours/month (during business hours): 1 (1) Duties: Passive investor KTC Properties (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for real estate assets Position & Start Date: Owner, 1/1/2020 Hours/month (during business hours): 1 (1) Duties: Passive investor KTB Ventures (Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for private investment opportunities Position & Start Date: Owner, 1/1/2020 Hours/month (during business hours): 1 (1) Duties: Make contributions for investments

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-16
S63 Uniform Securities Agent State Law Examination 1996-08-01
  • S65 Uniform Investment Adviser Law Examination
    2001-02-16
  • S63 Uniform Securities Agent State Law Examination
    1996-08-01
Designations

View on SEC IAPD

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