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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-03-13 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Sitka, AK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2019 | 12/2023 |
| Petersburg School District | Petersburg | AK | 08/2017 | 08/2019 |
| Aguilar School District | Aguilar | CO | 08/2016 | 07/2017 |
| Dfpg Investments, Llc | Sandy | UT | 12/2023 | Present |
| Diversify Wealth Management, Llc | Sandy | UT | 03/2025 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 12/2023 | 03/2025 |
1. Sitka Chamber of Commerce; Investment: No. Type: city government sponsored entity. 0%, board member- non financial position. 2. Bumble Expeditions LLC; 1/2023, Type: LLC, Tour operations/member. 0-15%. 3. Livinitak LLC; 9/2021, Type: LLC ownership self and spouse, residential rental property and turo vehicle rental. 1% 4. Assurance; 12/2023, Type: Corporation, Licensed insurance sales agent. 25% during business hours; investment related: yes. 5. SEDCO Wealth Management, 12/2023, Type: S-Corp, President, 85%, S-corp filing for 1099 related income and expenses from Assurance and Diversify. 6. Bumble Expeditions LLC DBA Misfit Island Cafe; 4/2024, Type: LLC, Cafe/meeting point for existing tour business. Member. 30 hours per month devoted to this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-16 |
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