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Current Employers
Diversify Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2023-11-17
  • HI RA
    APPROVED
    Since 2023-11-17

Branch Locations

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

1001 Bishop Street, Suite 2300, Honolulu, HI 96813 • 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
Hawaiian Electric Company Honolulu HI 01/1990 08/2021
Sagepoint Financial, Inc. Honolulu HI 12/2021 09/2023
Retirement Honolulu HI 08/2021 12/2021
Inpac Wealth Solutions Honolulu HI 12/2021 Present
Osaic Wealth, Inc. Honolulu HI 09/2023 11/2023
Dfpg, Investments, Llc Sandy UT 11/2023 Present
Diversify Advisory Services, Llc Sandy UT 11/2023 Present
  • 01/1990 → 08/2021
    Hawaiian Electric Company
    Honolulu, HI
  • 12/2021 → 09/2023
    Sagepoint Financial, Inc.
    Honolulu, HI
  • 08/2021 → 12/2021
    Retirement
    Honolulu, HI
  • 12/2021 → Present
    Inpac Wealth Solutions
    Honolulu, HI
  • 09/2023 → 11/2023
    Honolulu, HI
  • 11/2023 → Present
    Dfpg, Investments, Llc
    Sandy, UT
  • 11/2023 → Present
    Sandy, UT
Previous Registrations
  • 2023-09-01 → 2023-11-21
    Honolulu, HI
  • 2022-04-18 → 2023-09-01
    Osaic Services, Inc.
    Honolulu, HI
Other Businesses

1) INPAC WEALTH SOLUTION POSITION: Wealth Advisor NATURE: Other-DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 02/27/2021 ADDRESS: 1001 Bishop Street Suite 2300, Honolulu HI 96813, United States DESCRIPTION: Sell fixed life insurance. 2) FAMILY OWNED PROPERTY POSITION: Owner NATURE: Sole Proprietorship/Landlord INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2016 ADDRESS: 2527 Pali Hwy. Apt. A, Honolulu HI 96817, United States DESCRIPTION: Pay bills, monitor the property manager, respond to maintenance recommendation 3) DIVERSIFY ADVISORY SERVICES, LLC (RIA); INVESTMENT RELATED; 1001 BISHOP STREET SUITE 2300, HONOLULU, HI 96813; INVESTMENT ADVISORY REP; SINCE 05/01/2013; 20-HRS/MTH; 20 DURING SECURITY HOURS; WORK WITH CLIENTS ON INVESTMENT ADVICE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-14
  • S66 Uniform Combined State Law Examination
    2022-04-14
Other Names
  • Enrique Manuel Che
  • Enrique Che

View on SEC IAPD

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