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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-30 |
| OK | RA | APPROVED | 2025-10-30 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
3812 S Fremont St, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vineyard Asset Management Llc | Springfield | MO | 11/2007 | Present |
| Dfpg Investments, Inc. | South Jordan | UT | 07/2015 | Present |
| Diversify Wealth Management, Llc | Sandy | UT | 09/2025 | Present |
1. Vineyard Wealth Advisors; Investment Related; Springfield, MO; DBA; Investment Advisor Representative; 07/2015; 60% during business hours; Investment Advisory Services 2. Vineyard Asset Management, LLC; Non-Investment Related; Springfield, MO; Holding Company; COO-Chief Operating Officers; 01/2008; 100% during business hours; This is a holding company established to receive revenues produced from providing financial services under Vineyard Asset Management, LLC 3. New Covenant Academy; non-investment related; Missouri; private corporation; Assistant coach; 8/8/2022; 10% during business hours; Assists head coach with instructing players in the rules, regulations, equipment, and techniques of the sport.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-07 |
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