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David J Ali

Diversify Wealth Management, LLC

Lewes, DE

South Jordan, UT

Diversify Advisory Services, LLC

South Jordan, UT

Lewes, DE

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Current Employers
Diversify Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-04-09
  • DE RA
    APPROVED
    Since 2024-04-09

Branch Locations

33718 Wescoats Road Suite C, Lewes, DE 19958 • United States

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

Diversify Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2023-09-25
TX RA APPROVED 2023-09-25
  • DE RA
    APPROVED
    Since 2023-09-25
  • TX RA
    APPROVED
    Since 2023-09-25

Branch Locations

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

33718 Wescoats Road Suite C, Lewes, DE 19958 • 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
Fusion Gyms New Britian PA 04/2016 01/2017
Sei Private Trust Company Oaks PA 01/2017 12/2020
Kestra Advisory Services, Llc Lewes DE 01/2021 10/2022
Dfpg Investments, Llc Sandy UT 10/2022 Present
  • 04/2016 → 01/2017
    Fusion Gyms
    New Britian, PA
  • 01/2017 → 12/2020
    Sei Private Trust Company
    Oaks, PA
  • 01/2021 → 10/2022
    Kestra Advisory Services, Llc
    Lewes, DE
  • 10/2022 → Present
    Dfpg Investments, Llc
    Sandy, UT
Previous Registrations
  • 2022-10-21 → 2024-01-02
    Dfpg Investments, Llc
    Lewes, DE
    Sandy, UT
  • 2021-08-24 → 2022-10-21
    Kestra Advisory Services, Llc
    Lewes, DE
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-24
  • S65 Uniform Investment Adviser Law Examination
    2021-08-24
Other Names
  • David J Ali

View on SEC IAPD

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