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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-14 |
Branch Locations
462 E 800 N, Orem, UT 84097 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Insurance Solutions | Payson | UT | 01/2012 | Present |
| Dfpg Investments, Llc | Sandy | UT | 07/2022 | 09/2023 |
| Diversify Wealth Management, Llc | Sandy | UT | 03/2025 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 09/2023 | 03/2025 |
1) Fixed Insurance; Non-investment related; Payson, UT; Insurance; Insurance Agent; 01/01/2012; 25% during business hours; Insurance Broker. Fixed life and Health products. Mostly Medicare business 2) Professional Insurance Solutions; non-investment related; Payson, UT 84651; Insurance Broker; Insurance Agent; 01/01/2012; 25% during business hours; Fixed life and Health products. Mostly Medicare business.
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