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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_RES | 2023-10-04 |
| CA | RA | APPROVED | 2023-10-03 |
Branch Locations
201A Concourse Blvd, Santa Rosa, CA 95403 • United States
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 |
|---|---|---|---|---|
| New York Life Insurance Company | Roseville | CA | 05/2002 | 01/2023 |
| Nylife Securities Inc | Roseville | CA | 07/2002 | 01/2023 |
| Cipolla Financial & Insurance Services | Santa Rosa | CA | 04/2011 | Present |
| Eagle Strategies Llc | Santa Rosa | CA | 07/2012 | 01/2023 |
| Dfpg Investments, Llc | Sandy | UT | 01/2023 | 12/2023 |
| Diversify Advisory Services | Sandy | UT | 12/2023 | Present |
| Dfpg Investments, Llc | Sandy | UT | 10/2025 | Present |
1) Fixed Insurance; non-investment related; CA; Fixed Insurance solicitation and sales; Agent; 2001; 10% during business hours; Sell and review insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-03 |
| S66 | Uniform Combined State Law Examination | 2012-07-19 |
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