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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-28 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
304 Victory Road Quincy, Ma, Usa, 02171, Quincy, MA 02171 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial | Waltham | MA | 12/2005 | 08/2026 |
| Axial Financial Group | Burlington | MA | 07/2017 | 08/2026 |
| Diversify Advisory Services, Llc | South Jordan | UT | 08/2026 | Present |
| Dfpg Investments, Llc | South Jordan | UT | 08/2026 | Present |
1. Town Meeting Representative, Town of Dedham, a representative for the town's legislative branch involved in deliberating and voting on town matters; Dedham Town Hall 26 Bryant Street, Dedham, MA 02026; As of 04/13/2019; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Not investment related. 2. Fixed insurance sales; Located at 1 Van de Graaff Drive, Suite 500, Burlington, MA 01803, as of 09/13/2023; 1% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-17 |
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