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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-26 |
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