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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-22 |
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
201 Jones Rd. 5Th Floor, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 08/2019 | 01/2023 |
| New York Life Insurance Company | Waltham | MA | 03/2019 | 01/2023 |
| Boston College | Chestnut Hill | MA | 09/2017 | 01/2019 |
| Boston College | Chestnut Hill | MA | 08/2015 | 05/2019 |
| Ixperience | Cape Town | 01/2019 | 03/2019 | |
| Field Club Of Greenwich | Greenwich | CT | 05/2016 | 09/2017 |
| Eagle Strategies Llc | Waltham | MA | 02/2022 | 01/2023 |
| River Financial Group, Llc | Waltham | MA | 01/2023 | 07/2026 |
| Nylife Securities Llc | Waltham | MA | 03/2023 | 07/2026 |
| Eagle Strategies Llc | Waltham | MA | 11/2023 | 07/2026 |
| Diversify Advisory Services, Llc | Sandy | UT | 07/2026 | Present |
| Dfpg Investments, Llc | Sandy | UT | 07/2026 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 201 Jones Road, 5th Floor Waltham, MA 02451; Service Rep; 1/2023; 1 hour per month, 0 hours during securities trading hours; Servicing policies; insurance related]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-23 |
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