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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 2025-10-14
  • UT RA
    APPROVED
    Since 2025-10-14

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
Olympus Wealth Management Cottonwood Heights UT 05/2017 07/2019
Olympus Wealth Management Cottonwood Heights UT 09/2016 05/2017
Progressive Leasing Draper UT 03/2013 05/2017
Utah Valley University Orem UT 06/2015 05/2017
Olympus Wealth Management Cottonwood Heights UT 07/2019 12/2023
Lpl Financial Llc Salt Lake City UT 06/2024 Present
Olympus Wealth Management Cottonwood Heights UT 01/2024 05/2024
Zions Bank Salt Lake City UT 06/2024 Present
  • 05/2017 → 07/2019
    Olympus Wealth Management
    Cottonwood Heights, UT
  • 09/2016 → 05/2017
    Olympus Wealth Management
    Cottonwood Heights, UT
  • 03/2013 → 05/2017
    Progressive Leasing
    Draper, UT
  • 06/2015 → 05/2017
    Utah Valley University
    Orem, UT
  • 07/2019 → 12/2023
    Olympus Wealth Management
    Cottonwood Heights, UT
  • 06/2024 → Present
    Salt Lake City, UT
  • 01/2024 → 05/2024
    Olympus Wealth Management
    Cottonwood Heights, UT
  • 06/2024 → Present
    Zions Bank
    Salt Lake City, UT
Previous Registrations
  • 2024-06-05 → 2025-10-03
    Boise, ID
    Boise, ID
    Salt Lake City, UT
  • 2018-10-06 → 2024-05-24
    Olympus Wealth Management, Llc
    Cottonwood Heights, UT
Other Businesses

1. 05/24/2024 - Zion Wealth Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-08-30
S65 Uniform Investment Adviser Law Examination 2018-10-06
  • S63 Uniform Securities Agent State Law Examination
    2024-08-30
  • S65 Uniform Investment Adviser Law Examination
    2018-10-06
Designations

View on SEC IAPD

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