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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-03-12 |
| TX | RA | APPROVED | 2025-03-11 |
| UT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-19 |
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