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Current Employers
Diversify Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-09-15
  • UT RA
    APPROVED
    Since 2023-09-15

Branch Locations

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • 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
Dfpg Investments, Inc. South Jordan UT 08/2012 Present
Cedar Crest Advisors, Llc South Jordan UT 04/2015 04/2018
  • 08/2012 → Present
    Dfpg Investments, Inc.
    South Jordan, UT
  • 04/2015 → 04/2018
    Cedar Crest Advisors, Llc
    South Jordan, UT
Other Businesses

1. Multnomah Capital; Non-Investment Related; 9017 S. Riverside Drive, Sandy, UT 84070; Holding Company; Owner; 09/2019; 0% during business hours; No duties, a holding company for ownership in the parent company 2. DCJL Investco, LLC; Holding company; Member; 0% during business hours; Duties include tax filings and administration; 7.5% ownership

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-26
S63 Uniform Securities Agent State Law Examination 2006-07-15
  • S65 Uniform Investment Adviser Law Examination
    2015-06-26
  • S63 Uniform Securities Agent State Law Examination
    2006-07-15
Other Names
  • Dave Laga

View on SEC IAPD

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