Alexander Joseph Haviland

Current Employers

Employment History

• 08/2013 → 02/2024
  Ljcooper Capital Management
  Orem, UT
• 04/2016 → Present
  Dfpg Investments, Inc.
  South Jordan, UT
• 02/2024 → Present
  Diversify Wealth Management
  Sandy, UT

Previous Registrations

• 2014-11-25 → 2024-07-17
  Diversify Wealth Management Llc
  Orem, UT

Other Businesses

NEXT STEP WAREHOUSES (Not Investment Related) Draper, UT; Main Business: Provides warehouse space for growing businesses Position & Start Date: Financial Strategist on the Board of Directors 01/2022; Hours/month (during business hours): 1 (1) Duties: Financial analyst and accounting services FirstPurpose Tax (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Accounting and tax services for clients Position & Start Date: Owner, 1/1/2020 Hours/month (during business hours): 1 (1) Duties: Strategic planning 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

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-05-25
• S65 Uniform Investment Adviser Law Examination
  2014-11-24

Designations

Other Names

• Alex Haviland
• Alex Joseph Haviland