Joseph Ellis

Current Employers

Employment History

• 12/2015 → Present
  Dfpg Investments, Llc
  Sandy, UT
• 12/2015 → Present
  Dfpg Investments, Llc
  Sandy, UT
• 12/2023 → Present
  Diversify Advisory Services, Llc
  Sandy, UT

Previous Registrations

• 2015-02-12 → 2015-12-18
  Securities America Advisors, Inc.
  San Diego, CA
• 2014-01-31 → 2014-09-17
  First Allied Advisory Services, Inc.
  San Jose, CA
• 2007-04-04 → 2012-02-13
  Msi Financial Services, Inc.
  San Diego, CA
  San Diego, CA

Other Businesses

1. Global Wealth Partners Insurance Services; Non-Investment Related; San Diego, CA; Insurance; Agent; 4/2007; 15% during business hours; Sale and maintenance of fixed insurance products 2. Joseph Ellis, Tax Preparation; Non-Investment Related; San Diego, CA; Tax Preparation; Owner; 01/2011; 10% during business hours; Tax preparation and representation before the IRS as enrolled agent 3. Joseph Ellis, Notary; Non-Investment Related; San Diego, CA; Notary Services; Owner; 10/2014; 1% during business hours; Notary Services 4. Dr. Joseph Ellis; Non-Investment Related; San Diego, CA; Public Speaking; Owner; 07/2017; 5% during business hours; Public speaking mainly on injury and medical solutions. Authoring new book on running injuries. 5. Joseph Ellis - Real Estate; Non-Investment Related; San Diego, CA; Real Estate; Owner; 07/2017; 1% during business hours; Real estate advisory. Includes advising, purchasing, and selling real property as well as loans. 6. Robles Bioceutics- https://roblesbioceutics.com/; Fractional CFO; Developing a new stem cell dermatological solution for damaged skin. 3% during business hours; complensation- Stock.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-11

Designations

Other Names

• Joe Ellis
• Joseph Ellis
• Dr Joe Ellis
• Dr Joseph Ellis