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Current Employers
Diversify Advisory Services, Llc

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-06
  • OR RA
    APPROVED
    Since 2025-01-06

Branch Locations

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

670 Superior Court Suite 210, Medford, OR 97504 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ashland Pacific Benefits Beaverton OR 10/2006 Present
Parkland Securities Ann Arbor MI 08/2014 10/2017
Dfpg Investments, Inc Sandy UT 10/2017 Present
  • 10/2006 → Present
    Ashland Pacific Benefits
    Beaverton, OR
  • 08/2014 → 10/2017
    Parkland Securities
    Ann Arbor, MI
  • 10/2017 → Present
    Dfpg Investments, Inc
    Sandy, UT
Previous Registrations
  • 2011-04-14 → 2017-10-20
    Ann Arbor, MI
    Jacksonville, OR
    Medford, OR
Other Businesses

1)Ashland Pacific; Non-Investment Related; 670 Superior Court, Suite 210, Medford, OR 97504, United States; Insurance; Insurance agent; 10/01/2006; ~40% during business hours; Educate clients/prospects about life insurance, disability insurance and asset-backed Long Term Care insurance options, quotes and applications (if requested). 2) Retirement Planning "Expert Witness"; Non-Investment Related; Medford, Oregon; Legal; Expert Witness; 4/2021; 7% during business hours; â??Expert witnessâ? to discuss how a retired person could take distributions out of an IRA based on average market returns to still honor his original monthly alimony obligation. I will be providing historical context on traditional investment strategies and how one could make fair assumptions on distribution amounts based on average returns and dividends. 3) CCIM Oregon / SW Washington; investment related: No; Medord, OR; Board Member/Director; two-year volunteer service as a board member for the Oregon/SW Washington chapter of CCIM, 2% during business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-02
S63 Uniform Securities Agent State Law Examination 2009-12-05
  • S66 Uniform Combined State Law Examination
    2011-04-02
  • S63 Uniform Securities Agent State Law Examination
    2009-12-05
Other Names
  • Taylor Ashland

View on SEC IAPD

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