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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
201A Concourse Blvd, Santa Rosa, CA 95403 • 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Santa Rosa | CA | 09/2013 | 01/2023 |
| Anthony Cipolla | Santa Rosa | CA | 05/2010 | 01/2023 |
| Eagle Strategies Llc | Santa Rosa | CA | 06/2017 | 01/2023 |
| Dfpg Investments, Llc | Sandy | UT | 01/2023 | 12/2023 |
| Diversify Advisory Services | Sandy | UT | 12/2023 | Present |
Capstone Health management, Inc; Non-Variable Insurance. 7000 Six Forks Rd Suite 103, Raleigh, NC 27615, hours: 6%, Investment related; No. Life & Health Insurance License. My role is to market these packages to employers, using materials and resources provided by Capstone Health Management (CHM), with all plan administration handled by third-party administrators. My involvement is limited to marketing and client support without direct plan management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-20 |
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