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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 2023-09-06
  • UT RA
    APPROVED
    Since 2023-09-06

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
Td Ameritrade Columbia MD 06/2019 11/2019
State Bank Of Southern Utah Cedar City UT 08/2018 05/2019
Nu Skin Enterprises Provo UT 05/2018 08/2018
Southern Utah University Cedar City UT 01/2018 05/2018
Southern Utah University Cedar City UT 06/2017 05/2019
The Home Depot Cedar City UT 06/2017 11/2017
Spackman's 66 Inc Logan UT 01/2017 05/2017
Stander, Inc. Logan UT 09/2016 12/2016
Utah State University Logan UT 01/2016 05/2017
Firstpurpose Wealth Orem UT 11/2021 Present
Td Ameritrade Cottonwood Heights UT 11/2019 11/2021
Dfpg Investments, Llc Sandy UT 02/2022 Present
  • 06/2019 → 11/2019
    Td Ameritrade
    Columbia, MD
  • 08/2018 → 05/2019
    State Bank Of Southern Utah
    Cedar City, UT
  • 05/2018 → 08/2018
    Nu Skin Enterprises
    Provo, UT
  • 01/2018 → 05/2018
    Southern Utah University
    Cedar City, UT
  • 06/2017 → 05/2019
    Southern Utah University
    Cedar City, UT
  • 06/2017 → 11/2017
    The Home Depot
    Cedar City, UT
  • 01/2017 → 05/2017
    Spackman's 66 Inc
    Logan, UT
  • 09/2016 → 12/2016
    Stander, Inc.
    Logan, UT
  • 01/2016 → 05/2017
    Utah State University
    Logan, UT
  • 11/2021 → Present
    Firstpurpose Wealth
    Orem, UT
  • 11/2019 → 11/2021
    Td Ameritrade
    Cottonwood Heights, UT
  • 02/2022 → Present
    Dfpg Investments, Llc
    Sandy, UT
Previous Registrations
  • 2022-01-26 → 2023-04-14
    Diversify Wealth Management Llc
    Orem, UT
  • 2019-09-16 → 2021-11-18
    Td Ameritrade, Inc.
    Columbia, MD
    Cottonwood Heights, UT
  • 2019-09-16 → 2021-11-18
    Td Ameritrade Investment Management, Llc
    Columbia, MD
    Midvale, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-13
  • S66 Uniform Combined State Law Examination
    2019-09-13
Other Names
  • Cole Einerson
  • Cole D Einerson

View on SEC IAPD

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