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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
UT RA APPROVED 2024-03-05
  • UT RA
    APPROVED
    Since 2024-03-05

Branch Locations

742 N 530 E, Orem, UT 84097 • United States

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • 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
Ljcooper Capital Management, Llc Orem UT 01/2008 02/2024
Dfpg Investments, Inc. South Jordan UT 10/2011 Present
Diversify Wealth Management Sandy UT 02/2024 Present
  • 01/2008 → 02/2024
    Ljcooper Capital Management, Llc
    Orem, UT
  • 10/2011 → Present
    Dfpg Investments, Inc.
    South Jordan, UT
  • 02/2024 → Present
    Diversify Wealth Management
    Sandy, UT
Previous Registrations
  • 2008-01-23 → 2024-07-17
    Diversify Wealth Management Llc
    Orem, UT
  • 2005-03-28 → 2008-07-24
    Orem, UT
  • 2004-07-07 → 2005-03-28
    Cambridge Investment Research, Inc.
    Orem, UT
    Orem, UT
Other Businesses

FirstPurpose Tax (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Accounting and tax services for clients Position & Start Date: Owner, January 2005 Hours/month (during business hours): 1 (1) Duties: Strategic planning KTC Properties (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for real estate assets Position & Start Date: Owner, August 2013 Hours/month (during business hours): 1 (1) Duties: Real estate evaluation KTB Ventures (Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for private investment opportunities Position & Start Date: Owner, January 2018 Hours/month (during business hours): 1 (1) Duties: LLC set up to invest in private securities, Provide capital for investments KTC Ventures (Investment Related) Orem, UT Main business: Holding company for private investment opportunities Position & Start Date: Owner; January 2015 Hours/month (during business hours): 1 (1) Duties: LLC set up for investing in private equity fund, provide capital Creek 23 Capital LLC (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Dental holding company Position & Start Date: Member, June 2017 Hours/month (during business hours): 3 (3) Duties:Admin work Creek 34 Capital LLC (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Dental holding company Position & Start Date: Member, June 2017 Hours/month (during business hours): 3 (3) Duties:Admin work Creek 34 Capital LLC (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Dental holding company Position & Start Date: Member, June 2017 Hours/month (during business hours): 3 (3) Duties: Board meetings and admin work DOMAN.io (YES Investment Related) 3600 N Outlet Pkwy Ste 600 Lehi, UT 84043 Main business: This is an extension of family office services offered by Diversify. Position & Start Date: Director, 4/1/2012 Hours/month (during business hours): 41 Duties: Providing oversight to investment allocation

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-26
  • S66 Uniform Combined State Law Examination
    2004-06-26
Designations
Other Names
  • Ken G Bown

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