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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-09-26 |
| WA | RA | APPROVED | 2024-09-25 |
| UT | RA | APPROVED | 2023-09-15 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-09-26 |
| WA | RA | APPROVED | 2024-09-25 |
| UT | RA | APPROVED | 2024-03-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 11/2010 | 07/2017 |
| Morgan Stanley | South Jordan | UT | 07/2017 | 06/2021 |
| Fidelity Investments | Salt Lake City | UT | 07/2021 | 07/2022 |
| Dfpg Investments, Llc | Sandy | UT | 08/2022 | Present |
| Diversify Advisory Services | Sandy | UT | 09/2023 | Present |
| Diversify Wealth Management | Sandy | UT | 02/2024 | Present |
April 24, 2023 Hidden Lake Holdings, LLC- Manager. Entity purchases real estate for rental properties. Performs administrative work outside regular business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-11 |
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