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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 | 2025-02-11 |
| 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 |
|---|---|---|---|---|
| Uvu Concurrent Enrollment Dept. | Orem | UT | 08/2015 | 12/2017 |
| Ljcooper Wealth Advisors | Orem | UT | 03/2017 | 12/2018 |
| Blue Barn Wealth | Orem | UT | 01/2019 | 09/2022 |
| Firstpurpose Wealth | Orem | UT | 09/2022 | 02/2024 |
| Diversify Wealth Management, Llc | Sandy | UT | 02/2024 | Present |
StockMotion, LLC: StockMotion is a company that is developing an educational app directed at students, young professionals, clients of banks and credit union. Content Creator, Editor, Part-owner, Profit: Yes, Compensated: yes, profit sharing proceeds and equity compensation. Investment related: No. Duties: content creator and editor for the educational modules that users will experience within the app. Location: Vineyard, UT 801-796-2649, Hours per month: 8hrs, Farley Flats LLC; Investment related, NO. Type: Real Estate Activities. Start date: 9/2025. Landlord; maintaining properties and collecting rent. Hours per month: 5 hours. Location: Saratoga Springs, UT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-08 |
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