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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-03-27 |
Branch Locations
9017 S Riverside Drive Suite 200, Sandy, UT 84070 • United States
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 |
|---|---|---|---|---|
| Baker 3, Inc. | Salt Lake City | UT | 01/2009 | Present |
| Dfpg Investments, Inc. | South Jordan | UT | 06/2016 | Present |
| Diversify Wealth Management, Llc | Sandy | UT | 01/2024 | Present |
1. Baker 3 Inc; Non-investment related; 9017 S Riverside Dr, Suite 200, Sandy, UT 84070; Tax preperation; President; 01/2009; 75% during business hours; tax preparation and piecework 2. Notary Public; Non-investment related; 9017 S Riverside Dr, Suite 200, Sandy, UT 84070; Professional Services; Notary; 11/2010; 5% during business hours; Notary Public, Notarize Documents 3. American Federation of Musicians Local 104; Non-Investment Related; Utah; Non-profit; Secretary/Treasurer; 05/2012; 5% during business hours; Community, Civic, Charitable Board pay bills, Accounting 4. Ledgenomics LLC; Non-Investment Related; Stansbury Park, Utah; CPA, Tax Preparation, Tax Planning, Bookkeeping, Payroll; 10% during business hours. 5. Offices on Fort; Non-investment related; 403 W Delgada Lane; Real Estate Activities; 05/2024. 8% during business hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-05-18 |
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