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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-20 |
Branch Locations
489 W. South Jordan Pkwy Suite 310, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Salt Lake City | UT | 06/2014 | 07/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 07/2020 |
| Divergent Wealth Advisors, Llc | Midvale | UT | 07/2020 | 08/2024 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 11/2023 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
1) Dallin Griffin is separately licensed as an independent insurance agent. In this capacity, he can effect transactions in insurance products for his clients and earn commissions for these activities. The fees you pay our firm for advisory services are separate and distinct from the commissions earned by Mr. Griffin for insurance related activities. This presents a conflict of interest because Mr. Griffin may have an incentive to recommend insurance products to you for the purpose of generating commissions rather than solely based on your needs. However, you are under no obligation, contractually or otherwise, to purchase insurance products through any person affiliated with our firm. 2) Dallin Griffin is Owner of Hope Brands Business Growth Consulting (4118 W Open Crest Dr South Jordan UT, 84009), a non-investment related company focused on business growth consulting services. Start of this activity was 09/2025 and no more than 10 hours per month (non-securities trading hours) is spent on this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-27 |
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