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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-03-05 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
462 E 800 N, Orem, UT 84097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ljcooper Capital Management | Orem | UT | 12/2011 | 02/2024 |
| Dfpg Investments, Inc. | South Jordan | UT | 03/2016 | Present |
| Diversify Wealth Management | Sandy | UT | 02/2024 | Present |
The Bike Barn (Not Investment Related) Heber City, UT Main Business: Videography/Media Production Position & Start Date: Self, 12/25/2018 Hours/month (during business hours): 1 (0) Duties: Record, edit, and post media content for a mountain bike specific youtube channel. FirstPurpose Tax (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Accounting and tax services for clients Position & Start Date: Tax preparer, 1/1/2020 Hours/month (during business hours): 10 (10) Duties: Prepare tax returns for clients KTC Properties (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for real estate assets Position & Start Date: Owner, 1/1/2020 Hours/month (during business hours): 1 (1) Duties: Passive investor KTB Ventures (Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for private investment opportunities Position & Start Date: Owner, 1/1/2020 Hours/month (during business hours): 1 (1) Duties: Make contributions for investments DOMAN io (Investment Related) 3600 N Outlet Pkwy Suite 600, Lehi UT 84043 Main business: This is an extension of family office services offered by Diversify. Position & Start Date: Director, 4/1/2012 Hours/month (during business hours): 40 Duties: provide oversight to the DOMAN io allocation Biketopia (Non-investment related), 1382 S 3600 E Heber, UT 84032, Board Member/Officer. 05/2026. Sole owner and operator I am responsible for all aspects of the business. 12% during business hours. biketopia.vercel.app Into the Labyrinth (Non-Investment related) 462 E 800 N Orem Utah 84097, Product design and user experience. Backend development and infrastructure, joint software development project focused on building and publishing a consumer mobile application through the Apple App Store. The project is primarily a learning and skill-development effort in iOS development, with the possibility of generating modest revenue from app sales, in-app purchases, or advertising. 1/2026. 2% During business hours. Katie Deaver Art (Non-Investment related) Katie Deaver Art Studio will sell art work; help Katie sell artwork. 1/2026. 4% during business hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-04-22 |
| S65 | Uniform Investment Adviser Law Examination | 2015-03-06 |
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