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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-03-12 |
| TX | RA | APPROVED | 2025-03-11 |
| UT | RA | APPROVED | 2024-03-27 |
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 |
|---|---|---|---|---|
| Dfpg Investments, Inc. | South Jordan | UT | 01/2011 | Present |
| Diversify, Inc. | S. Jordan | UT | 08/2009 | Present |
| Diversify Wealth Management, Llc | Sandy | UT | 02/2024 | Present |
1) Diversify Insurance; Non-Investment Related; 9017 S. Riverside, Sandy, UT 84070; Insurance; Insurance Agent; 08/2009; 10% during business hours; Sales of Life Insurance, Disability Insurance, Long Term Care 2) Grandview Mountain Estates; Non-Investment Related; Lehi, UT; LLC; Member; 10/2021; 5% during business hours; Buy raw land, add improvement, and sell residential building lots. Oversee sub contractors who will be performing work on the properties 3) Bristol Wealth Management Group Inc.; Investment Related; Sandy, UT; Wealth Management; President; 02/2011; 100% during business hours; Provide investment services 4) The Emily Cook Dyches Memorial Foundation DBA The Emily Effect; Non-Investment Related; Lehi, UT; Non-profit; Director; 03/2021; 0% during business hours; Non Profit Corporation providing assistance to women experiencing perinatal mood disorders. Meet once a year to discuss activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-20 |
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