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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-05 |
| 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 |
|---|---|---|---|---|
| Firstpurpose Wealth Llc | Orem | UT | 12/2019 | 02/2024 |
| Columbia Millworks | Vineyard | UT | 01/2018 | 12/2019 |
| Aptive Environmental | Orem | UT | 01/2016 | 01/2018 |
| Diversify Wealth Management, Llc | Sandy | UT | 02/2024 | Present |
1. Firstpurpose Tax; Non-investment related. Orem, UT. Tax Preparation/Accounting/Bookkeeping/CPA; preparing and planning for taxes. 25% during business hours. 12/2019. Clients will be referred over for tax preparation and planning
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-17 |
| S65 | Uniform Investment Adviser Law Examination | 2021-02-16 |
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