Best Investors Account Sign in
Current Employers
Diversify Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-31
CO RA APPROVED 2024-10-08
AZ RA APPROVED 2024-10-07
  • TX RA
    APPROVED
    Since 2025-01-31
  • CO RA
    APPROVED
    Since 2024-10-08
  • AZ RA
    APPROVED
    Since 2024-10-07

Branch Locations

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

Cave Creek, AZ • 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
Diversify Wealth Management Sandy UT 10/2024 Present
Robert W. Baird Denver CO 04/2015 10/2024
  • 10/2024 → Present
    Diversify Wealth Management
    Sandy, UT
  • 04/2015 → 10/2024
    Robert W. Baird
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-11
S63 Uniform Securities Agent State Law Examination 1997-11-14
  • S66 Uniform Combined State Law Examination
    2005-10-11
  • S63 Uniform Securities Agent State Law Examination
    1997-11-14

View on SEC IAPD

More in South Jordan, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor