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Current Employers
Diversify Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-02
CO RA APPROVED 2025-10-01
MO RA APPROVED 2025-10-01
OK RA APPROVED 2025-10-01
  • TX RA
    APPROVED_RES
    Since 2025-10-02
  • CO RA
    APPROVED
    Since 2025-10-01
  • MO RA
    APPROVED
    Since 2025-10-01
  • OK RA
    APPROVED
    Since 2025-10-01

Branch Locations

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

1900 E 15Th St Building 800A, Edmond, OK 73013 • 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
Dfpg Investments, Inc. South Jordan UT 07/2015 Present
Vineyard Asset Management Edmond OK 07/2015 Present
Integrated Advisors Network, Llc Dallas TX 07/2015 Present
Diversify Wealth Management, Llc Sandy UT 09/2025 Present
Previous Registrations
  • 2015-09-17 → 2026-08-21
    Edmond, OK
    Dallas, TX
  • 2012-07-02 → 2015-07-08
    First Allied Advisory Services, Inc.
    Broken Arrow, OK
  • 2011-05-18 → 2012-07-02
    First Allied Securities, Inc.
    Broken Arrow, OK
    Blaine, MN
    Edmond, OK
Other Businesses

1. Integrated Advisors Network; Investment Related; Edmond, OK; RIA; Advisor; 07/2015; 90% during business hours; Provides investment advice on advisory accounts 2. University of Tulsa; non-investment related; Tulsa, OK; Educational Institution; Adjunct Professor; 07/2022; 0% during business hours; teaching. 3. Charis Consulting, LLC; non-investment related; Tulsa, OK; professional attorney services; Consultant - Attorney; 11/2022; 0% during business hours; Work w/ business owners to provide economic & legal analysis to reduce business operation inefficiencies and risks. 4. Asbury Church of Tulsa; non-investment related; Tulsa, OK; non-profit; Board member; 06/2022; 0% during business hours; monitor gifts to the church and its endowment fund via estate planning documents/vehicles (wills, trusts, etc.).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-21
  • S66 Uniform Combined State Law Examination
    2009-05-21
Designations

View on SEC IAPD

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