Stacey Banks

Diversify Wealth Management, LLC

South Jordan, UT

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Current Employers

Diversify Wealth Management, Llc

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2025-05-28

UT RA
APPROVED

Since 2025-05-28

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

Organization	City	State	From	To
Kohls Inc	Orem	UT	07/2004	05/2025
Diversify Wealth Management	Sandy	UT	04/2025	Present

07/2004 → 05/2025

Kohls Inc

Orem, UT
04/2025 → Present

Diversify Wealth Management

Sandy, UT

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2026-05-08
S65	Uniform Investment Adviser Law Examination	2025-05-27

S63 Uniform Securities Agent State Law Examination

2026-05-08
S65 Uniform Investment Adviser Law Examination

2025-05-27

View on SEC IAPD

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