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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-09-26 |
| WA | RA | APPROVED | 2024-09-25 |
| FL | RA | APPROVED | 2024-07-01 |
| UT | RA | APPROVED | 2023-09-15 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-09-26 |
| WA | RA | APPROVED | 2024-09-25 |
| FL | RA | APPROVED | 2024-07-26 |
| UT | RA | APPROVED | 2024-03-27 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ehealth Insurance | West Valley City | UT | 02/2016 | 11/2016 |
| Unemployed | West Jordan | UT | 11/2016 | 01/2017 |
| Discover Financial Services | West Valley City | UT | 01/2017 | 07/2017 |
| Dfpg Investments Inc | Sandy | UT | 07/2017 | Present |
| Diversify Wealth Management | Sandy | UT | 02/2024 | Present |
| Diversify Advisory Services | Sandy | UT | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-25 |
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