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Current Employers
Diversify Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-03-12
TX RA APPROVED 2025-03-11
UT RA APPROVED 2024-03-04
  • NE RA
    APPROVED
    Since 2025-03-12
  • TX RA
    APPROVED
    Since 2025-03-11
  • UT RA
    APPROVED
    Since 2024-03-04

Branch Locations

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

9017 S Riverside Dr. Suite 200, Sandy, UT 84070 • 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
Diversify, Inc, South Jordan UT 12/2014 Present
Dfpg Investments, Inc. South Jordan UT 06/2015 Present
Seasons Salon Orem UT 01/2012 02/2022
  • 12/2014 → Present
    Diversify, Inc,
    South Jordan, UT
  • 06/2015 → Present
    Dfpg Investments, Inc.
    South Jordan, UT
  • 01/2012 → 02/2022
    Seasons Salon
    Orem, UT
Previous Registrations
Other Businesses

1) Diversify Insurance; Non-Investment Related; Sandy, Orem, Idaho; Insurance; Owner; 1/2020; 5% during business hours; Sales - life insurance, disability insurance, long-term care insurance, fixed and fixed index annuities 2) Jenifer Connors; Non-Investment Related; Sandy, Orem, Idaho; Identity Theft Protection; Executive Director (Legal Shield Associate); 5/2020; 1% during business hours; Sell identify theft protection. No intention of offering the option of legal protection, but technically I would be allowed to do that as well. I will discuss the need of identity theft with my clients as part of their overall risk-management plan. 3) UVU PFP (Personal Financial Planning) Alumni Board; Sandy, Orem; Vice President of the Board; serve the faculty of the PFP program as a resource and liaison to financial planning firms that have relationship to UVU; Volunteer with no compensation; 1% of business hours. 4) Financial Planning Association, Utah Chapter; Community Civic or Charitable Board Member or Officer. Position: Pro Bono Director. https://utahfpa.org. 1% during business hours. investment related; yes. 5) BNI, Board Member. 06/2025. Most members pay their dues via Venmo. I will transfer the funds from Venmo to the bank account with my Venmo app. Reimbursements. Updating Google Doc on membership dues status. Collect dues and deposit into Utah First Credit Union account. 2% during business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-19
  • S66 Uniform Combined State Law Examination
    2015-09-19
Other Names
  • Jenie Connors
  • Jenifer Lalane Smith

View on SEC IAPD

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