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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-04-23 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
33718 Wescoats Road Suite C, Lewes, DE 19958 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Lewes | DE | 01/2015 | 05/2017 |
| Kids Ketch | Lewes | DE | 05/2017 | 08/2017 |
| Full-Time Education | Georgetown | DE | 08/2017 | 05/2018 |
| Kids Ketch | Lewes | DE | 05/2018 | 08/2018 |
| Full-Time Education | Georgetown | DE | 08/2018 | 05/2019 |
| Kids Ketch | Lewes | DE | 05/2019 | 08/2019 |
| Full-Time Education | Georgetown | DE | 08/2019 | 05/2020 |
| Unemployed | Lewes | DE | 05/2020 | 08/2020 |
| Full-Time Education | Georgetown | DE | 08/2020 | 05/2021 |
| Unemployed | Lewes | DE | 05/2021 | 08/2021 |
| Full-Time Education - University Of Delaware | Newark | DE | 08/2021 | 05/2022 |
| King's Creek Country Club | Rehoboth Beach | DE | 05/2023 | 08/2023 |
| Full-Time Education - University Of Delaware | Newark | DE | 08/2022 | 05/2023 |
| College Town Communities - The Rail Yard | Newark | DE | 09/2022 | 05/2023 |
| Community Bank Delaware | Rehoboth Beach | DE | 05/2024 | 08/2024 |
| Unemployed | Lewes | DE | 05/2022 | 08/2022 |
| Full-Time Education - University Of Delaware | Newark | DE | 08/2023 | 05/2024 |
| College Town Communities - The Rail Yard | Newark | DE | 08/2023 | 05/2024 |
| Full-Time Education - University Of Delaware | Newark | DE | 08/2024 | 12/2024 |
| Unemployed | Lewes | DE | 12/2024 | 03/2025 |
| Diversify Wealth Management, Llc | Sandy | UT | 04/2025 | Present |
Yacht Club Bottle Shop; 1 Mumford's Landing Road, Ocean Pines, MD 21811; Helping with the planning and coordinating of store events and moving product. 9/1/2026. Communicate with Manager of store on how to display high-end spirits and other products. Help with the planning and coordinating of store events during non-work hours. 6% during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-23 |
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