Uma Ashok Khandkar

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	2026-03-09

UT RA
APPROVED

Since 2026-03-09

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
Western Governors University	Slc	UT	01/2009	02/2020
Media One/Windermere Real Estate	Slc	UT	01/2012	12/2020
Fidelity Investments	Salt Lake City	UT	12/2020	03/2026
Diversify Wealth Management, Llc	Sandy	UT	03/2026	Present

01/2009 → 02/2020

Western Governors University

Slc, UT
01/2012 → 12/2020

Media One/Windermere Real Estate

Slc, UT
12/2020 → 03/2026

Fidelity Investments

Salt Lake City, UT
03/2026 → Present

Diversify Wealth Management, Llc

Sandy, UT

Previous Registrations

2024-07-11 → 2026-03-06

Stonebriar Wealth, Llc

Lehi, UT
2023-01-12 → 2024-06-10

Fidelity Personal And Workplace Advisors

Salt Lake City, UT

Other Businesses

Windermere Real Estate; 1240 East 2100 South Ste 600 SLC utah 84106- real estate activities. 1/2016: working with buyer and sellers of real estate. Investment related: No. 30% during business hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-21
S63	Uniform Securities Agent State Law Examination	2021-05-21

S66 Uniform Combined State Law Examination

2022-12-21
S63 Uniform Securities Agent State Law Examination

2021-05-21

Other Names

Uma Ashok Khandkar
Uma Khandkar

View on SEC IAPD