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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 | 2024-03-05 |
Branch Locations
462 E 800 N, Orem, UT 84097 • United States
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 |
|---|---|---|---|---|
| Ljcooper Capital Management | Orem | UT | 02/2014 | 02/2024 |
| Dfpg Investments, Llc | Sandy | UT | 11/2015 | Present |
| Diversify Wealth Management, Llc | Sandy | UT | 02/2024 | Present |
Falcon Park Tax (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Accounting and tax services for clients Position & Start Date: Tax Advisor, 1/1/2020 Hours/month (during business hours): 16 (16) Duties: Prepare, review and deliver tax returns for clients KTC Properties (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for real estate assets Position & Start Date: Owner, 1/1/2020 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, 1/1/2020 Hours/month (during business hours): 1 (1) Duties: Make contributions for investments Vasa Fitness (Not Investment Related) 648 E State Street, American Fork UT 84003 Main business: Fitness and health Position & Start Date: Group cycle class instructor, 1/1/2020 Hours/month (during business hours): 4 (0) Duties: Lead group cycle classes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-28 |
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