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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 | 2025-10-02 |
| CO | RA | APPROVED | 2025-10-01 |
| MO | RA | APPROVED | 2025-10-01 |
| OK | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-21 |
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