Robert Martin Cheney

Current Employers

Diversify Advisory Services, Llc

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2023-12-19

IL RA
APPROVED

Since 2023-12-19

Branch Locations

Winnetka, IL • 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

Organization	City	State	From	To
First Allied Advisory Services, Inc.	Portola Valley	CA	10/2006	03/2019
Dfpg Investments, Inc	Sandy	UT	03/2019	Present

10/2006 → 03/2019

First Allied Advisory Services, Inc.

Portola Valley, CA
03/2019 → Present

Dfpg Investments, Inc

Sandy, UT

Previous Registrations

2010-07-28 → 2019-03-11

First Allied Advisory Services, Inc.

Portola Valley, CA

Palo Alto, CA
2004-10-07 → 2010-10-07

Greenbook Investment Management, Inc.

Redwood City, CA

Portola Valley, CA
2003-01-13 → 2004-12-31

Xelan Financial Planning, Inc.

Redwood City, CA
2001-12-28 → 2003-01-15

Xelan Investment Services, Inc.

Menlo Park, CA

Other Businesses

1. Westridge Wealth Strategies; Investment Related; Portola Valley, CA 94028; DBA; Wealth Advisor; 12/2004; 100% during business hours; Financial Planning, Investment management, Insurance. 2. Lowe Institute of Political Economy; Non-Investment Related; Los Angeles, CA; Non-Profit; Board of Governors; 01/2010; 2% during business hours; On the Board of Governors, unpaid volunteer position, to help guide this research institute.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-08-04
S65	Uniform Investment Adviser Law Examination	2004-07-16

S63 Uniform Securities Agent State Law Examination

2006-08-04
S65 Uniform Investment Adviser Law Examination

2004-07-16

Other Names

Rob Cheney

View on SEC IAPD