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Laura Elizabeth Balback

Diversify Advisory Services, LLC

South Jordan, UT

Lewes, DE

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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
DE RA APPROVED 2023-09-25
  • DE RA
    APPROVED
    Since 2023-09-25

Branch Locations

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

33718 Wescoats Road Suite C, Lewes, DE 19958 • 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
Scf Investment Advisors, Inc Fresno CA 10/2018 06/2019
Creative Wealth Management, Llc Ocean Pines MD 06/2012 12/2022
Cwm Advisory, Llc Ocean Pines MD 04/2019 12/2022
Dfpg Investments, Llc Sandy UT 01/2023 Present
  • 10/2018 → 06/2019
    Scf Investment Advisors, Inc
    Fresno, CA
  • 06/2012 → 12/2022
    Creative Wealth Management, Llc
    Ocean Pines, MD
  • 04/2019 → 12/2022
    Cwm Advisory, Llc
    Ocean Pines, MD
  • 01/2023 → Present
    Dfpg Investments, Llc
    Sandy, UT
Previous Registrations
  • 2023-01-12 → 2024-01-02
    Dfpg Investments, Llc
    Lewes, DE
    South Jordan, UT
  • 2019-04-26 → 2023-01-10
    Cwm Advisory, Llc
    Ocean Pines, MD
  • 2018-10-05 → 2019-05-08
    Scf Investment Advisors, Inc.
    Ocean Pines, MD
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-26
  • S65 Uniform Investment Adviser Law Examination
    2018-09-26
Other Names
  • Laura Elizabeth Bausch

View on SEC IAPD

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