Best Investors Account Sign in
Current Employers
Diversify Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-05
UT RA APPROVED 2025-06-03
  • TX RA
    APPROVED
    Since 2025-06-05
  • UT RA
    APPROVED
    Since 2025-06-03

Branch Locations

7440 S Creek Rd Ste 250, Sandy, UT 84093 • 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Sandy UT 09/2005 03/2020
Ameriprise Financial Services, Llc Sandy UT 03/2020 Present
Dfpg Investments, Llc Sandy UT 05/2025 Present
Diversify Advisory Services, Llc Sandy UT 05/2025 Present
Previous Registrations
Other Businesses

Business Ownership; Jason L. Collier, Inc; Not using this entity anymore. Keeping active for potential future use.; Managment Company; 9 Sunwood LaneSandy, UT 84092, ,; Not Investment-Related; 01/01/2005; 0 hours per month; 0 during trading hours / TKSW, LLC; null; Management Company; 7440 S. Creek RoadSuite 250Sandy, UT 84093, ,; Not Investment-Related; 01/01/2018; 60 hours per month; 20 to 39 during trading hours / Matt & Jason Properties, LLC; Co-owner; Real Estate; 9 Sunwood Lane, , Sandy, N/A, 84092; Investment-Related; 07/31/2008; 1 to 9 hours per month; 0 during trading hours / WKC Management, LLC; Co-owner; LLC is active, but not currently being used. ; 7440 S. Creek Road #250, ,; Not Investment-Related; 08/19/2015; 0 hours per month; 0 during trading hours / Cottonwood Hills Properties, LLC; Owner; Real Estate; 9 Sunwood Lane, , Sandy, UT, 84092; Not Investment-Related; 10/19/2006; 1 to 9 hours per month; 0 during trading hours / 2010 Properties, LLC; Co-owner; Real Estate; 9 Sunwood lane, , Sandy, UT, 84092; Not Investment-Related; 03/19/2010; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-19
S63 Uniform Securities Agent State Law Examination 1999-03-12
  • S66 Uniform Combined State Law Examination
    2000-09-19
  • S63 Uniform Securities Agent State Law Examination
    1999-03-12
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Sandy, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor