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Easton Jeffrey Dickson

Wealthspire Retirement Advisory

South Jordan, UT

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-11-20
  • UT RA
    APPROVED
    Since 2023-11-20

Branch Locations

489 W. South Jordan Parkway Suite 310, South Jordan, UT 84095 • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • 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
Schmidts Pastry Cottage South Jordan UT 06/2013 09/2016
The Church Of Jesus Christ Of Latter-Day Saints Osorno 09/2016 09/2018
Schmidts Pastry Cottage South Jordan UT 08/2014 01/2019
Fidelity Investments Salt Lake City UT 01/2019 01/2020
Divergent Wealth Advisors, Llc Midvale UT 01/2020 08/2024
Nfp Retirement, Inc Aliso Viejo CA 11/2023 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 06/2013 → 09/2016
    Schmidts Pastry Cottage
    South Jordan, UT
  • 09/2016 → 09/2018
    The Church Of Jesus Christ Of Latter-Day Saints
    Osorno
  • 08/2014 → 01/2019
    Schmidts Pastry Cottage
    South Jordan, UT
  • 01/2019 → 01/2020
    Fidelity Investments
    Salt Lake City, UT
  • 01/2020 → 08/2024
    Divergent Wealth Advisors, Llc
    Midvale, UT
  • 11/2023 → 10/2025
    Nfp Retirement, Inc
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-30
S63 Uniform Securities Agent State Law Examination 2019-06-27
  • S65 Uniform Investment Adviser Law Examination
    2021-03-30
  • S63 Uniform Securities Agent State Law Examination
    2019-06-27
Designations
Other Names
  • Easton Jeffrey Dickson
  • Easton Dickson

View on SEC IAPD

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DIVERGENT WEALTH ADVISORS, LLC
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CASULL FINANCIAL ADVISORY, LLC
STONECREEK WEALTH ADVISORS

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Michael Phillip Owen
Melissa Ann Child
Robert Merrill Lym
Matthew Edward Elson
ROBERT RANDALL GOGGINS
BRIAN NEIL SLADE
LEX JOHN DROLLINGER

Other Offices

LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT
PORTSIDE WEALTH GROUP, LLC · South Jordan, UT
DIVERGENT WEALTH ADVISORS, LLC · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT
D.A. DAVIDSON & CO. · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT

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