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Amy Simmons

Diversify Advisory Services, LLC

South Jordan, UT

Littleton, CO

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Current Employers
Diversify Advisory Services, Llc

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-04-15
  • CO RA
    APPROVED
    Since 2025-04-15

Branch Locations

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Littleton, CO • 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
Scottrade Inc Saint Louis MO 05/2008 02/2018
Td Ameritrade, Inc. Omaha NE 02/2018 05/2018
Baird Denver CO 03/2019 03/2025
Unemployed Denver CO 05/2018 03/2019
Dfpg Investments, Llc Sandy UT 04/2025 Present
Diversify Advisory Services, Llc Sandy UT 04/2025 Present
  • 05/2008 → 02/2018
    Scottrade Inc
    Saint Louis, MO
  • 02/2018 → 05/2018
    Td Ameritrade, Inc.
    Omaha, NE
  • 03/2019 → 03/2025
    Baird
    Denver, CO
  • 05/2018 → 03/2019
    Unemployed
    Denver, CO
  • 04/2025 → Present
    Dfpg Investments, Llc
    Sandy, UT
  • 04/2025 → Present
    Diversify Advisory Services, Llc
    Sandy, UT
Previous Registrations
Other Businesses

DoorDash Driver; pick up and delivery of food and other items available on the doordash app. Driver; delivering food. 11/2025. 1% hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-26
S63 Uniform Securities Agent State Law Examination 2009-12-22
  • S65 Uniform Investment Adviser Law Examination
    2019-08-26
  • S63 Uniform Securities Agent State Law Examination
    2009-12-22

View on SEC IAPD

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