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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-27 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
60 Mall Road Suite 102, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 09/2003 | 10/2025 |
| Nylife Securities Llc | Boston | MA | 10/2003 | 10/2025 |
| Eagle Strategies Llc | Waltham | MA | 04/2008 | 10/2025 |
| Harding Financial & Insurance | Waltham | MA | 12/2009 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 10/2025 | Present |
| Dfpg Investments, Llc | Sandy | UT | 10/2025 | Present |
Fixed Insurance - This is not investment related and used to provide clients fixed Insurance brokerage services. Address: 3850 Monroe Avenue, Pittsford, New York 14534. I have no position or title for this business. OBA began in 2007. 20 hours a month and 10 hours during trading business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-28 |
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