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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-03-27 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-09-15 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 02/2012 | 04/2017 |
| Dfpg Investments, Inc | Sandy | UT | 04/2017 | Present |
| Diversify Wealth Management, Llc | Sandy | UT | 02/2024 | Present |
| Diversify Advisory Services | Sandy | UT | 09/2023 | Present |
1. Hidden Lake Capital, LLC; Non-investment related; Utah; Holding company for equity ownership in company; owner; 04/24/2023; <1%; filings and tax if applicable 2. Hidden Lake Holdings, LLC; Non-investment related; Utah; Personal real estate investing; owner/manager; 04/24/2023; <1%; filings, taxes, property management 3. 2. DCJL Investco, LLC; Holding company; Member; 0% during business hours; Duties include tax filings and administration; 7.5% ownership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-25 |
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