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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-10 |
| AZ | RA | APPROVED | 2025-01-08 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
1440 E Missouri Ave Suite 250, 85014, AZ 85014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intel | Chandler | AZ | 10/2000 | 09/2024 |
| Unemployed | Mesa | AZ | 09/2024 | 01/2025 |
| Diversify Wealth Management, Llc | Sandy | UT | 01/2025 | Present |
1- Real Estate; investment-related: No. 2949 E. Hermosa Vista Dr. Mesa, AZ 85213; Rental Property. Owner. Start date 1/2018. 10% during business hours. Own a rental property that is used for short-term rental. It is listed on VRBO and AirBnB. I own and maintain the house and keep it prepared for short-term rental use. 2-Phoenix chapter of Dream Factory; investment-related: No. Corporate office is: 7400 New LaGrange Rd., Suite 310 Louisville, KY; Board Member/Officer. Start date 6/2025. 5% during business hours. submitting monthly dues to the national headquarters providing check registries monthly to headquarters disbursing funds for expenses related to "dreams"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-15 |
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