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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-04-10 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solutionreach | Lehi | UT | 07/2016 | 02/2019 |
| Logmein | Lindon | UT | 02/2019 | 08/2019 |
| Utah Valley University | Orem | UT | 08/2019 | 01/2020 |
| Mountain America Credit Union | Salt Lake City | UT | 01/2020 | 07/2020 |
| Wealth Mode Financial Planning | Logan | UT | 07/2020 | 01/2021 |
| Capita Financial Network | Sandy | UT | 01/2021 | 08/2022 |
| Fox & Company Wealth Management | Mayfield | KY | 08/2022 | 02/2023 |
| Dfpg Investments, Llc | Sandy | UT | 04/2023 | 02/2025 |
| Diversify Wealth Management, Llc | Sandy | UT | 02/2025 | Present |
| Dfpg Investments, Llc | Sandy | UT | 05/2025 | Present |
1) 04/2021 - Present; UberEats & Grubhub, Saratoga Springs, Utah: Delivery Driver (independent contractor), not investment related, 12 hours per month; 0 hours per month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-18 |
| S65 | Uniform Investment Adviser Law Examination | 2021-10-16 |
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