Best Investors Account Sign in
Current Employers
Diversify Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-03-05
  • UT RA
    APPROVED
    Since 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

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
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
  • 12/2011 → 02/2024
    Ljcooper Capital Management
    Orem, UT
  • 03/2016 → Present
    Dfpg Investments, Inc.
    South Jordan, UT
  • 02/2024 → Present
    Diversify Wealth Management
    Sandy, UT
Previous Registrations
  • 2015-03-09 → 2024-07-17
    Diversify Wealth Management Llc
    Orem, UT
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-04-22
S65 Uniform Investment Adviser Law Examination 2015-03-06
  • S63 Uniform Securities Agent State Law Examination
    2016-04-22
  • S65 Uniform Investment Adviser Law Examination
    2015-03-06
Designations

View on SEC IAPD

More in South Jordan, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor