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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
60 Mall Road Suite 102, Burlinton, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 05/2008 | 10/2025 |
| New York Life Insurance Company | Waltham | MA | 05/2008 | 10/2025 |
| Eagle Strategies Llc | Waltham | MA | 07/2013 | 10/2025 |
| Harding Financial And Insurance | Waltham | MA | 07/2013 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 10/2025 | Present |
| Dfpg Investments, Llc | Sandy | UT | 10/2025 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; START DATE 04/2013; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 15 HOURS PER MONTH; 15 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [WOBURN HIGH SCHOOL; COACHING YOUTH WRESTLING; WOBURN HIGH SCHOOL, 88 MONTVALE AVE WOBURN MA, 01801; START DATE 12/2015; ROLE/TITLE: VOLUNTEER; NOT INVESTMENT RELATED; 20 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [WOBURN WRESTLING TEAM: 88 MONTVALE AVE WOBURN MA, 01801; START DATE 05/2013; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED] [Woburn Youth Soccer; Volunteer coach ; 55 Locust st, woburn ma, 01801 ; Start Date 04/2024; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-16 |
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