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Makenzie Louise Losee

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

AuthorityCategoryStatusDate
UT RA APPROVED 2025-10-14
  • UT RA
    APPROVED
    Since 2025-10-14

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
Diversify Wealth Management Sandy UT 08/2025 Present
Unemployed South Jordan UT 01/2025 08/2025
K-Lo Studio Buena Vista VA 10/2022 12/2024
J Roberts Salon Roanoke VA 01/2022 10/2022
Unemployed Manchester TN 07/2020 01/2022
Blue Fire Leads Provo UT 04/2020 07/2020
The Heritage Provo UT 04/2020 07/2020
Unemployed Manchester TN 08/2018 04/2020
Legacy Village Of Utah Provo UT 08/2017 08/2018
Unemployed Manchester TN 01/2015 08/2017
  • 08/2025 → Present
    Diversify Wealth Management
    Sandy, UT
  • 01/2025 → 08/2025
    Unemployed
    South Jordan, UT
  • 10/2022 → 12/2024
    K-Lo Studio
    Buena Vista, VA
  • 01/2022 → 10/2022
    J Roberts Salon
    Roanoke, VA
  • 07/2020 → 01/2022
    Unemployed
    Manchester, TN
  • 04/2020 → 07/2020
    Blue Fire Leads
    Provo, UT
  • 04/2020 → 07/2020
    The Heritage
    Provo, UT
  • 08/2018 → 04/2020
    Unemployed
    Manchester, TN
  • 08/2017 → 08/2018
    Legacy Village Of Utah
    Provo, UT
  • 01/2015 → 08/2017
    Unemployed
    Manchester, TN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-05-14
S65 Uniform Investment Adviser Law Examination 2025-10-08
  • S63 Uniform Securities Agent State Law Examination
    2026-05-14
  • S65 Uniform Investment Adviser Law Examination
    2025-10-08
Other Names
  • Makenzie Louise Losee
  • Makenzie Louise Anderson

View on SEC IAPD

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