Alex Clayton Long

Current Employers

Employment History

• 08/2013 → 02/2024
  Firstpurpose Wealth
  Orem, UT
• 09/2016 → Present
  Dfpg Investments, Inc.
  South Jordan, UT
• 02/2024 → Present
  Diversify Wealth Management
  Sandy, UT

Previous Registrations

• 2015-03-02 → 2024-07-17
  Diversify Wealth Management Llc
  Orem, UT

Other Businesses

FirstPurpose Tax (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Accounting and tax services for clients Position & Start Date: Owner, 1/1/2022 Hours/month (during business hours): 1 (1) Duties: Strategic planning KTC Properties (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for real estate assets Position & Start Date: Owner, 1/1/2022 Hours/month (during business hours): 1 (1) Duties: Passive investor KTB Ventures (Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for private investment opportunities Position & Start Date: Owner, 1/1/2022 Hours/month (during business hours): 1 (1) Duties: Make contributions for investments Atlas Sports Care 1366 W 1980 N Provo, Utah 84604 United States Consulting non-investment related Consulting on the financial forecasting and budgeting for the company. 1% during business hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-12-19
• S65 Uniform Investment Adviser Law Examination
  2015-02-27

Designations