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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-08 |
| NY | RA | APPROVED | 2024-01-08 |
Branch Locations
Morristown, NJ • 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 |
|---|---|---|---|---|
| College Student | Boston | MA | 08/2015 | 05/2019 |
| Unemployed | Cranford | NJ | 06/2019 | 07/2019 |
| Paul, Weiss, Rifkin, Wharton & Garrison | New York | NY | 08/2019 | 12/2020 |
| 1031 Investment Services | Cornwall | NY | 01/2021 | Present |
| Dfpg Investments, Llc | Sandy | UT | 06/2021 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-19 |
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