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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
100 Ledgewood Place Suite 204, Rockland, MA 02370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 07/2010 | 10/2025 |
| Nylife Securities Llc | Waltham | MA | 08/2010 | 10/2025 |
| Eagle Strategies Llc | Bridgewater | MA | 10/2015 | 10/2025 |
| Harding Financial And Insurance | Bridgewater | MA | 12/2013 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 10/2025 | Present |
| Dfpg Investments, Llc | Sandy | UT | 10/2025 | Present |
Fixed Insurance; appointed with outside carriers for the purpose of brokering non-registered insurance products; 1050 hingham st, 3rd floor, rockland, ma 02370; start date: 02/2014; role/title: insurance broker; investment related; 20 hours per month; 15 hours per month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-14 |
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