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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-30 |
| CA | RA | APPROVED | 2024-05-08 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
1230 Rosecrans Ave Suite 300, Manhattan Beach, CA 90266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Manhattan Beach | CA | 09/2016 | 10/2019 |
| Wealthsource Partners, Llc | Manhattan Beach | CA | 10/2019 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 05/2024 | Present |
| Dfpg Investments, Llc | Sandy | UT | 10/2024 | Present |
1) JASON ZIVICH (SOLE PROPRIETOR); INVESTMENT RELATED BUSINESS; 1230 ROSECRANS AVENUE, SUITE 300, MANHATTAN BEACH, CALIFORNIA 90266; INSURANCE SALES; INSURANCE AGENT; JULY 2013 START DATE; 4 HOURS/MONTH DEVOTED; 4 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE SALES DUTIES. _____ ¦ _____ 2) JASON ZIVICH (SOLE PROPRIETOR); INVESTMENT RELATED BUSINESS; 104 W. SEASONS DRIVE, VINEYARD, UT 84058 AND 305 BATTLE RIDGE DRIVE, KALISPELL, MT 59901; RENTAL PROPERTIES; LANDLORD; JULY 15, 2021 START DATE; 0.3 HOURS/MONTH DEVOTED; 0.3 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; NO ACTIVE DUTIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-09 |
| S66 | Uniform Combined State Law Examination | 2009-04-09 |
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