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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
UT RA APPROVED 2024-07-31
  • UT RA
    APPROVED
    Since 2024-07-31

Branch Locations

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

Diversify Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-07-31
  • UT RA
    APPROVED
    Since 2024-07-31

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John Hancock Mckinney TX 09/2016 06/2024
John Hancock Funds Boston MA 09/2016 06/2024
John Hancock Advisers, Llc Boston MA 11/2018 06/2024
Diversify Advisory Services Sandy UT 07/2024 Present
  • 09/2016 → 06/2024
    John Hancock
    Mckinney, TX
  • 09/2016 → 06/2024
    John Hancock Funds
    Boston, MA
  • 11/2018 → 06/2024
    John Hancock Advisers, Llc
    Boston, MA
  • 07/2024 → Present
    Diversify Advisory Services
    Sandy, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-29
S63 Uniform Securities Agent State Law Examination 2014-06-26
  • S66 Uniform Combined State Law Examination
    2017-08-29
  • S63 Uniform Securities Agent State Law Examination
    2014-06-26

View on SEC IAPD

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