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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-12-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Dfpg Investments, Inc. | South Jordan | UT | 12/2015 | Present |
1. Global Wealth Partners Inc; Investment Related; San Jose, CA; Professional Services; Certified Financial Planner; 12/2015; 100% during business hours; Provides financial planning advice as a CFP 2. Global Wealth Partners Investment Holdings LLC; Non-Investment Related; San Jose, CA; Property; Owner; 12/2015; 5% during business hours; Pay bills, collect rent 3. Global Wealth Partners Properties LLC; Non-Investment Related; San Diego, CA; Property; Owner; 12/2015; 5% during business hours; Pay bills, collect rent 4. Global Wealth Partners Insurance; Non-Investment Related; San Diego, CA; Insurance; Agent; 04/2010; 5% during business hours; Solicit, sale and implementation of fixed and term insurance and fixed annuity products 5. Camden Corporation Inc; Non-Investment Related; Pleasanton, CA; Personal Corporation; CEO/President; 6/2014; 0% during business hours; Personal corporation for administration of payroll and personal retirement plans (401k, profit sharing and defined benefit programs)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-14 |
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