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Blair James Perry

Diversify Advisory Services, LLC

Santa Fe, NM

South Jordan, UT

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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
NM RA APPROVED 2025-06-26
UT RA APPROVED 2025-06-03
  • NM RA
    APPROVED
    Since 2025-06-26
  • UT RA
    APPROVED
    Since 2025-06-03

Branch Locations

Santa Fe, NM • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 01/2012 10/2019
Ameriprise Financial Services, Inc Sandy UT 10/2019 03/2020
Ameriprise Financial Services, Llc Sandy UT 03/2020 05/2025
Dfpg Investments, Llc Sandy UT 05/2025 Present
Diversify Advisory Services, Llc Sandy UT 05/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-08
  • S66 Uniform Combined State Law Examination
    2012-03-08
Other Names
  • Blair James Perry

View on SEC IAPD

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